Registered Private Wealth Client Associate

4 weeks ago


Miami, Florida, 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


Key Qualifications for the role:
  • Candidates are required to currently hold Series 7 & 66 or 63/65
  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus


Shift:
1st shift (United States of America)

Hours Per Week:
37.5

  • Miami, Florida, 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...


  • Miami, Florida, United States Northbound Search Full time

    Accounting/Finance Associate – reporting to the Controller - Private Equity Firm in Miami, FL – true hybrid roleOne of the best cultures in the Private Equity industry in Miami, FL is looking to hire a 2-5 year experienced candidate to work on all aspects of Accounting, Reporting, Operations, Valuations and Finance for the Funds while partnering with the...


  • Miami, Florida, United States BNY Mellon Full time

    The Principal (Senior Fiduciary Specialist) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee. In that role, the Principal coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. Responsible for developing and expanding...

  • Client Advisor

    1 month ago


    Miami, Florida, United States Louis Vuitton Full time

    Our Louis Vuitton store in Miami Design District is seeking a highly motivated Part Time Client Advisor with a passion for creating memorable experiences for our worldly clientele.This is an opportunity for those who thrive in a fast-paced environment, see themselves as more than a Sales Associate but as a true personal 'advisor'- someone who is seeking to...


  • Miami, Florida, United States Santander Full time

    Alternative Investments Associate Country: United States of America USA Job Duties and Responsibilities: Assist in conducting investment manager research and due diligence Assist with constructing the pipeline of alternative investments products for Santander clients Review and monitor performance of new and existing investment managers Assist broader team...

  • Client Concierge

    1 month ago


    Miami, Florida, United States Gensler Full time

    Gensler is seeking an experienced Front Desk Concierge to join our team in Miami, located in the heart of Wynwood Arts District. This role acts as the Director of First Impressions and will be the face of the organization and those who visit our office. This position is an integral member of the office and requires a true professional. All comings and goings...


  • Miami, Florida, United States Giorgio Armani Full time

    As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly...

  • Sales Associate

    6 days ago


    Miami, Florida, United States Cartier Full time

    At Cartier North America, We are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...


  • Miami, Florida, United States Vacheron Constantin Full time

    Sales Associate Vacheron Constantin | Miami, FLVacheron Constantin is looking for a Sales Associate who has a demonstrated track record in building client relationships and delivering exceptional customer service. As an Ambassador of the Maison, you are expected to achieve and exceed sales targets, as directed by management, and proactively develop a client...


  • Miami, Florida, United States Jameson Legal Full time

    We are looking to speak with Florida-licensed Real Estate transactional associate attorneys to join our client's popular Miami office.This is an opportunity to grow your practice across acquisitions, dispositions, joint ventures, and financings associated with operating properties and future developments from the ground-up.You will draft purchase and sale...

  • Sales Associate

    1 week ago


    Miami, Florida, United States Parkland Full time

    On the Run is part of Parkland USA and the Parkland Corporation family of brands. Parkland is an independent supplier and marketer of fuel and petroleum products and a leading convenience store operator. Position Title: Sales AssociatePosition Summary: The Sales Associate provides excellent customer service while accurately transacting sales of fuel and...


  • Miami, Florida, United States Selby Jennings Full time

    Real Estate Credit AssociateMiami, FLCompany OverviewOur client is a rapidly growing real estate credit fund that invests in a wide variety of real estate products. With a proven track record acquiring and originating real estate loans, they are dedicated to delivering superior risk-adjusted returns for their investors. A lean team with a strong growth...


  • Miami, Florida, United States Massage Envy Full time

    Overview:Do you love helping others? Are you a sales and customer service superstar who wants to use your powers for good? Do you want to be part of a community of caregivers committed to helping people feel their best? If the answer is "yes," we want you on our team at Massage Envy Cutler Bay. Massage Envy is the leader in accessible massage and skin care....


  • Miami, Florida, United States Massage Envy Full time

    Overview:Where Better Careers BeginDo you have a passion for helping others? At the Massage Envy North Miami franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing our member base to help more people on their wellness...


  • Miami, Florida, United States Nicklaus Children's Health System Full time

    Description Job Summary Performs all respiratory therapy patient modalities prescribed under a physician's order. Assigned primarily to the ICU. Job Specific DutiesAssesses patients in terms of clinical condition (heart rate, respiratory rate, etc.) and documents findings (Pre/Post therapy) in an accurate and timely manner. Provides feedback to...

  • associate designer

    2 days ago


    Miami, Florida, United States Ascension Lingerie and Swimsuit LLC Full time

    Benefits:401(k) matchingDental insuranceEmployee discountsHealth insurancePaid time offVision insuranceWe are an established woman's fashion apparel brand with years of steady growth and expansion into different channels of distribution. To be able to support this continued growth, our Design Department is seeking a Designer capable of managing the ever...

  • Registered Nurse

    4 weeks ago


    Miami, Florida, United States Mount Sinai Medical Center Full time

    Registered Nurse G.I.Registered Nurse G.I.Sign On Bonus: $20KAs Mount Sinai grows, so does our legacy in high-quality health care.Since 1949, Mount Sinai Medical Center has remained committed to providing access to its diverse community. In delivering an unmatched level of clinical expertise, our medical center is committed to recruiting and training top...


  • Miami, Florida, United States Selby Jennings Full time

    Job Opportunity:A leading lower middle market Private Equity firm is seeking a Vice President of Investor Relations. The Vice President of Investor Relations will support fundraising efforts, and be a key player in managing investor relations, and contributing to the continued success of the firm. Job Responsibilities:Develop and execute innovative...


  • Miami, Florida, United States Cyzerg Full time

    About the CompanyCyzerg is a technology company specialized in the research, development, implementation and management of technology solutions for the warehousing industry. With over 148+ active customers across North, Central and South America, Cyzerg has developed industry expertise and capabilities to increase business efficiency and competitiveness...


  • Miami, Florida, United States 1888MDSEARCH, INC. Full time

    Miami, FL Ophthalmology client is looking for a bi-lingual Spanish Ophthalmologist with specialty in Glaucoma Client is looking for an Ophthalmic surgeon who specializes in Cataract and Glaucoma MUST HAVE GLAUCOMA SURGERY EXPERIENCE Employee only in this private practice group New doc will be taking over practice of a senior partner with a large practice....