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Private Bank Associate

3 months ago

West Hartford, Connecticut, United States Bank of America Full time

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.

We're 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 well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted 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

Private Bank Associate (PBA) - Investments
This job is responsible for supporting all client needs including discussions and/or activities.

Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client.

Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.


Responsibilities:

  • Supports and facilitates personal and nonpersonal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
  • Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
  • Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios

Skills:

  • Account Management
  • Attention to Detail
  • Collaboration
  • Recording/Organizing Information
  • Written Communications
  • Active Listening
  • Adaptability
  • Customer and Client Focus
  • Issue Management
  • Prioritization
  • Critical Thinking
  • Customer Experience Improvement
  • Decision Making
  • Pipeline Management

Minimum Education Requirement:
Null

Shift:

1st shift (United States of America)

Hours Per Week:

40