About this role
Private Banking Portfolio Administrator at Eastern Bank Careers. Location: Boston, Massachusetts, United States. Role: supporting clients, managing portfolios, preparing materials Requirements: Bachelor's preferred; minimum 3 years managing client relationships and portfolios; strong communication and client servicing skills; CRM/Salesforce and advanced Microsoft Office (Project, Excel, Word, PowerPoint) and Jira experience; ability to prioritize multiple tasks. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Microsoft Project, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Jira Commitment: Full Time Workplace: Hybrid Languages: English