Wealth Management Client Associate - Bank of America

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. Responsible Growth is how we run our company and how we deliver for our clients teammates communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical emotional and financial wellbeing.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multifaceted approach for flexibility depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn grow and make an impact along with the power to make a difference. 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 goals 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 within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the banks clients through educating them on all of the banks service and banking offerings
• Ensures timeliness accuracy and completeness in client materials and follows 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
• Identifies deepens and maintains client relationships through emphasizing the banks offerings and promoting incorporation of banking into daytoday practices while communicating outputs to the FA
• Supports daytoday team activities and needs including covering roles in times of absence or seasonal need increases while leading with a client first mindset

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

Key Qualifications for the role:

• 2 years post high school education and/or 4 years of professional or relevant internship experience; Undergraduate degree a plus
• Product Knowledge: Foundational knowledge of investment and banking products
• Energetic individual that is selfmotivated coachable and flexible in thought
• Enjoys a fastpaced environment with changing and evolving responsibility
• Detail oriented
• Invested in personal development
• Consistently pursues client experience excellence
• Works quickly to fulfill client needs delivering complex solutions
• Frequent communication and an abundance of discretion with sensitive information
• Microsoft Word Excel and PowerPoint experience with Salesforce a plus
• Professional verbal and written communication

Shift:

1st shift (United States of America)

Hours Per Week:

37.5