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Cambridge Trust —
Boston, Massachusetts,
United States
Summary: Through both personal and professional relationships, acquires and develops new high net worth and institutional relationships. The incumbent will work with wealth management professionals to develop a network of attorneys, accountants, and other centers of influence to build the Cambridge ...
Reference no: 240522956
Posted on: 05/07/2024
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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
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Cambridge Trust —
Boston, Massachusetts,
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: 239648947
Posted on: 04/17/2024