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Cambridge Trust —
Cambridge, Massachusetts,
United States
Private Banking Service & Onboarding Manager - We are open to NH or MA for Office Summary: Supports the onboarding, nurture and servicing of the bank's top clients as the operational and administrative support for the Private Banking Division as the lead of the Client Service & Onboarding Specialist ...
Reference no: 241230636
Posted on: 05/23/2024
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Cambridge Trust —
Manchester, New Hampshire,
United States
Summary: Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts. Responsibilities: Manages assigned client relationships, including all aspects of ...
Reference no: 241178238
Posted on: 05/22/2024
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Cambridge Trust —
Portsmouth, New Hampshire,
United States
Summary: Assists designated Relationship Managers in daily servicing of client accounts and participates in department activities and projects, as needed. Serves as primary backup to Relationship Managers for all client interactions. Responsibilities: At the direction of the Relationship Managers, a ...
Reference no: 240939165
Posted on: 05/16/2024
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Cambridge Trust —
Boston, Massachusetts,
United States
Summary: Supports investment team by performing variety of research and operational functions to enhance team productivity, research output, data analytics and client service. Receives broad cross-sectional exposure to investment analysts, client portfolio managers, marketing, operations, administra ...
Reference no: 240282867
Posted on: 05/02/2024