Wealth Management Seasonal Client Associate (FP)

Phoenix, NM - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Job Description:

At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent supporting our teammates physical emotional and financial wellness recognizing and rewarding performance and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join us!

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives operational excellence and client advocacy within the FAs business while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact with Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the banks clients through educating them on all of our service and banking offerings
Ensures timeliness accuracy and completeness in client materials and supports the other Client Associates with following up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the banks policies and procedures to support operational excellence protect the banks clients and manage risk
Supports the Identification deepening and maintenance of client relationships through emphasizing the banks offerings and promoting incorporation of banking into day-to-day practices while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases while leading with a client first mindset

Required Qualifications:

Is an enthusiastic highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE) Series 7 and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients quickly fulfilling their needs delivering complex solutions and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills including proficiency with Microsoft Word Excel PowerPoint and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Required Experience:

Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core...

Job Description:

Responsibilities:

Provides excellent Client Service to the banks clients through educating them on all of our service and banking offerings
Ensures timeliness accuracy and completeness in client materials and supports the other Client Associates with following up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the banks policies and procedures to support operational excellence protect the banks clients and manage risk
Supports the Identification deepening and maintenance of client relationships through emphasizing the banks offerings and promoting incorporation of banking into day-to-day practices while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases while leading with a client first mindset

Required Qualifications:

Is an enthusiastic highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE) Series 7 and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients quickly fulfilling their needs delivering complex solutions and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills including proficiency with Microsoft Word Excel PowerPoint and Salesforce
Demonstrates professional verbal and written communication skills

Skills: