Wealth Management Client Associate

3 weeks ago

Alpharetta, United States Bank of America Full time
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. 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

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 FA's 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 bank's clients through educating them on all of the bank's 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 bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's 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


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


Shift:
1st shift (United States of America)

Hours Per Week:
37.5

  • Associate Financial Advisor

    5 days ago

    Alpharetta, United States Robert W. Baird & Company, Inc. Full time

    Operate within the teams client service and wealth management strategy to ensure high quality client service. Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opport Financial Advisor, Associate, Advisor, Financial Planning, Financial, Client Service, Banking

  • Client Relationship Manager

    4 weeks ago

    Alpharetta, United States North Georgia Landscape Management Full time

    We are looking to add another client relations manager to our team. This position is responsible for all communications with landscape maintenance clients, as well as on site visits and meetings with current or potential clients. There are tons of sales opportunities. Competitive Salary plus lots of commission opportunity to supplement. Our company is...

  • Client Relationship Manager

    4 weeks ago

    Alpharetta, United States North Georgia Landscape Management Full time

    We are looking to add another client relations manager to our team. This position is responsible for all communications with landscape maintenance clients, as well as on site visits and meetings with current or potential clients. There are tons of sales opportunities. Competitive Salary plus lots of commission opportunity to supplement. Our company is...

  • Client Relationship Manager

    1 day ago

    Alpharetta, United States North Georgia Landscape Management Inc Full time

    We are looking to add another client relations manager to our team. This position is responsible for all communications with landscape maintenance clients, as well as on site visits and meetings with current or potential clients. There are tons of sales opportunities. Competitive Salary plus lots of commission opportunity to supplement. Our company is...

  • Sales Associate

    7 days ago

    Alpharetta, United States Jet Management Executives Full time

    Job DescriptionJob DescriptionStaying consistent and competitive through the pandemic Jet Management has established itself as one of the most reputable sales and marketing firms in Atlanta! We broke records this past year and increased our top-tier client’s sales revenue by 30%. We owe all of our successes to our Junior Sales Associate team. We are...

  • Senior Relationship Manager(BANKING)

    7 days ago

    Alpharetta, United States NorthPoint Search Group Inc Full time

    Client Relationship Management: Build and nurture relationships with existing clients to understand their financial goals, challenges, and needs. Act as the primary point of contact for clients, providing personalized service and ensuring a positive banking experience. Identify opportunities to deepen client relationships by cross-selling and upselling...

  • Technical Client Success Manager

    1 week ago

    Alpharetta, United States Medicus IT Full time

    Client Success Manager Join us as a Client Success Manager at Medicus! Our CSMs are more than just advisors-they're partners in success, guiding our clients towards their business goals and enhanced patient care. With your expertise and problem-solving skills, you'll ensure high customer satisfaction and retention. The ideal candidate should have the...

  • Technical Client Success Manager

    2 weeks ago

    Alpharetta, United States Medicus IT Full time

    Client Success Manager Medicus Client Success Managers (CSMs) are our customers' trusted advisors. They provide a voice, support, guidance, and knowledge resources to help our customers achieve their business objectives and improve patient care through effective use of our products and services. Our CSMs create and implement client strategies that work,...

  • Technical Client Success Manager

    1 week ago

    Alpharetta, United States Medicus IT Full time

    Technical Client Success ManagerJoin us as a Client Success Manager at Medicus! Our CSMs are more than just advisors—they're partners in success, guiding our clients towards their business goals and enhanced patient care. With your expertise and problem-solving skills, you'll ensure high customer satisfaction and retention. The ideal candidate should have...

  • Technical Client Success Manager

    1 week ago

    Alpharetta, United States Medicus IT Full time

    Technical Client Success ManagerJoin us as a Client Success Manager at Medicus! Our CSMs are more than just advisors—they're partners in success, guiding our clients towards their business goals and enhanced patient care. With your expertise and problem-solving skills, you'll ensure high customer satisfaction and retention. The ideal candidate should have...

  • Marketing Consultant/Junior Annotator

    24 hours ago

    Alpharetta, United States Tailored Management Full time

    Position Details Title: Junior Annotator Shift: TBD Interviews: Interviews will be 1 round of video conference Location: 6655 Town Square, Alpharetta, GA 30005 Pay Rate: $34.81/HR Contract Length: 12 months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need* This is a great opportunity to join a leading financial and...

  • IT Helpdesk/Technical Support Representative

    2 weeks ago

    Alpharetta, United States PrideNow Full time

    Russell Tobin is looking to hire a Technical Support Representative based in, Alpharetta, GA for our client who is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Job title: Technical Support Representative Location: Alpharetta, GA Duration: 6...

  • Entry Level Account Manager

    2 weeks ago

    Alpharetta, United States Jet Management Executives Full time

    Job DescriptionJob DescriptionJet Management is a professional marketing and sales firm that has developed a powerful, personal approach to connecting brands with their target market and driving brand loyalty and customer retention. Our outreach and communication methods connect us with customers to promote various services and increase client revenue. Due...

  • Onsite Maintenance Technician

    1 week ago

    Alpharetta, United States Property Management LLC Full time

    Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Job DescriptionWe are a full-service Homeowners Association Management company looking for a full-time Maintenance Technician to join our team working onsite at one of our key client locations. Our Maintenance Technicians perform a wide variety of support tasks...

  • Sr Project Manager

    22 hours ago

    Alpharetta, United States Food Management Search Full time

    Project Manager, Sr. Alpharetta, GA, US Salary Range:$125,000.00 To 150,000.00 Annually Our company , an Automation & Engineering Firm, provides services for the Refining, Gas & Oil, Pipeline, Chemical, and BioPharm Industries. Our company has over 30 years of experience in Engineering, Procurement and Construction; with 15+ years of...

  • Client Service Manager

    4 days ago

    Alpharetta, United States Decisely Full time

    CLIENT SERVICE MANAGER - Employee Benefits (Must be licensed)JOB SUMMARY:Are you passionate about guiding a team towards excellence and making a significant impact on client satisfaction? The Client Service Manager role offers a dynamic opportunity to become a champion for client success within our company. This client-facing position involves leading the...

  • Associate Attorney

    4 weeks ago

    Alpharetta, United States Robertson, Anschutz, Schneid, Crane & Partners, PLLC Full time

    Job DescriptionJob DescriptionCreditors' rights law firm seeks an Associate Bankruptcy Attorney. Position requires client contact and a high-volume workload. License to practice law required; license to practice in Georgia preferred. Basic FunctionManagement of routine bankruptcy matters; drafting and reviewing pleadings and claims filed in bankruptcy...

  • Client Service Manager

    2 weeks ago

    Alpharetta, United States Decisely Full time

    Job DescriptionJob DescriptionCLIENT SERVICE MANAGER - Employee Benefits (Must be licensed)JOB SUMMARY:Are you passionate about guiding a team towards excellence and making a significant impact on client satisfaction? The Client Service Manager role offers a dynamic opportunity to become a champion for client success within our company. This client-facing...

  • Scala Developer

    1 week ago

    Alpharetta, United States Diverse Lynx Full time

    Job Title: Scala Developer (Data Engineer) Location: Alpharetta, GA (Day 1 Onsite) Duration: Full Time/C2CJOB DESCRIPTION:Candidates from Financial Domain only/Wealth Management Need Local candidates from Tier 1 companies Candidate should be max 40 miles away from client location. Position Description: Looking for Scala Developer to join a technologically...

  • Senior Accountant

    24 hours ago

    Alpharetta, United States Jackson Healthcare Family of Companies Full time

    For over 22 years, Premier Anesthesia has been a highly trusted anesthesia practice management partner for healthcare organizations nationwide. With a wealth of knowledge and skill in hospital-based anesthesia practices, they focus on developing and Accountant, Accounting, Senior, Anesthesia, Management, Healthcare