Boston Private Bank & Trust Company Client Service Representative - Wellesley in Wellesley, Massachusetts

Requisition Number: 17-0155 Title: Client Service Representative - Wellesley City: Wellesley State: MA


The Client Service Representative position requires a high level of client interaction in providing exceptional sales and service. Responsible for following established policies and procedures to resolve customer requests. Individuals at this level are

expected to use some independence of thought but refer more complex transactions to other experts. Client Service Representative will identify cross-sell opportunities and make appropriate referrals. Provide assistance to Office Manager for operational and

compliance tasks in the day to day operations of the office.

*No nights or weekends required

*Great work/life balance

*No sales goals

Responsibilities, Duties, and Accountabilities:

Sales & Service

• Promote service excellence by modeling exceptional client service characteristics to retain and build existing relationships with clients.

• Meet and exceed sales and service goals and objectives.

• Respond to difficult or complex product and service inquiries from clients, team members and business partners.

• Build internal and external relationships through exceptional problem solving, ownership and follow-through.

• Model exemplary client service behaviors.

Internal Operations

• Primary focus is on execution within defined parameters, with some expansion based on developing capabilities and or experiences, in partnership with more experienced staff.

• Ensure compliance with all Federal, State and local laws as well as BPB&TC policies and procedures.

• Ensure accurate and timely processing of platform transactions.

• Assist in all office operations with platform and teller processing.

• Oversee all operations procedures pertaining to the ATM

• Other duties as required.

• 100% transactional


• Degree preferred, not required

• 1+years’ experience in retail banking

• Superior client service skills

• Cross Selling Skills

• Strong communication skills – oral and written

• Organization Skills

• Systems & Technical Knowledge including Microsoft Word, Excel, PowerPoint and Access

Equal Opportunity Employer

  • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

  • Please view Equal Employment Opportunity Posters provided by OFCCP here at .

  • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have accessto the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosureis (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41CFR 60-1.35(c)