Current jobs related to Wealth Management Client Associate - Traverse City, Michigan - Bank of America

  • Investment Consultant at Atria Wealth Solutions

    3 weeks ago

    Traverse City, Michigan, United States Atria Wealth Solutions Full time

    Atria Wealth Solutions is seeking a Licensed Financial Consultant to deliver comprehensive retirement and investment strategies. This role is crucial in addressing the growing financial planning demands of our clientele. As a member of our team, you will benefit from:Established Leads: Collaborate with branch personnel to access warm leads and leverage the...

  • Investment Consultant at Atria Wealth Solutions

    4 weeks ago

    Traverse City, Michigan, United States Atria Wealth Solutions Full time

    Atria Wealth Solutions is actively seeking a Licensed Financial Consultant to deliver comprehensive retirement and investment strategies. This role is pivotal in addressing the financial planning requirements of our clientele. As a member of our team, you will benefit from:Quality Leads: Collaborate with branch personnel to receive quality leads, referrals,...

  • Investment Consultant at Atria Wealth Solutions

    4 weeks ago

    Traverse City, Michigan, United States Atria Wealth Solutions Full time

    Atria Wealth Solutions is currently seeking a Licensed Financial Advisor to deliver comprehensive retirement and investment services. This role is crucial as we expand our investment program to meet the growing financial planning demands of our clientele. As a part of our team, you will benefit from numerous advantages: Established Leads: Collaborate with...

  • FVP of Wealth Management

    3 weeks ago

    Traverse City, Michigan, United States Independent Bank Corporation Full time

    Job SummaryWe are seeking a highly skilled and experienced FVP of Wealth Management to join our team at Independent Bank Corporation. As a key member of our leadership team, you will be responsible for driving the performance of our Wealth Management Program and leading a team of talented licensed Wealth Advisors and assistants.Key ResponsibilitiesLeadership...

  • Senior Vice President of Wealth Management

    4 weeks ago

    Traverse City, Michigan, United States Independent Bank Corporation Full time

    Job OverviewEmbrace Independence and Professional GrowthAt Independent Bank Corporation, we foster an environment that champions personal development and celebrates the unique contributions of every individual. Our commitment to diversity in thought, experience, and background enables us to deliver exceptional solutions tailored to our clients'...

  • Senior Wealth Management Executive

    3 weeks ago

    Traverse City, Michigan, United States Independent Bank Corporation Full time

    Job SummaryWe are seeking a highly skilled and experienced FVP of Wealth Management to join our team at Independent Bank Corporation. As a key member of our leadership team, you will be responsible for driving the performance of our Wealth Management Program and leading a team of talented licensed Wealth Advisors and assistants.Key ResponsibilitiesLeadership...

  • Senior Relationship Manager

    9 hours ago

    Traverse City, Michigan, United States RWA Wealth Partners LLC Full time

    {"Role Overview": "At RWA Wealth Partners LLC, we're seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our clients. Your primary focus will be on building and maintaining strong relationships with our clients,...

  • Senior Vice President of Wealth Management

    4 weeks ago

    Bay City, Michigan, United States Independent Bank Full time

    Embrace Independence. Embrace You. At Independent Bank, we foster an environment that champions professional development and celebrates the unique blend of your individual experiences, insights, creativity, and talents. We appreciate diverse perspectives and backgrounds, which enrich our collaborative culture and enable us to devise optimal solutions for our...

  • Operations Director

    3 weeks ago

    Traverse City, Michigan, United States Transcend Practice Management Full time

    About the RoleWe are seeking an experienced Operations Manager to join our team at Transcend Practice Management. As an Operations Manager, you will play a crucial role in the smooth functioning of our office, working closely with our Wealth Advisors and other staff members to ensure the accuracy of transactions, oversee account maintenance, and ensure...

  • Client Services Associate

    4 weeks ago

    Traverse City, Michigan, United States 4Front Credit Union Full time

    POSITION DESCRIPTIONPOSITION TITLE:Client Services AssociateDEPARTMENT:OperationsCLASSIFICATION:Non-ExemptAPPROVED BY:CEOWAGE GRADE: 5REPORTING RELATIONSHIPSPOSITION REPORTS TO:Branch ManagerPOSITIONS SUPERVISED:None ESSENTIAL FUNCTIONS AND BASIC DUTIESResponsible for the proficient and professional execution of financial service tasks.Communicates and...

  • Client Relations Specialist

    3 weeks ago

    Traverse City, Michigan, United States Grand Traverse Container Full time

    Job OverviewPRIMARY OBJECTIVE: Ensure effective customer engagement through timely and proficient service, utilizing sound judgment to manage customer orders, collaborate on forecast precision, and coordinate delivery schedules. Acts as a communication bridge among clients, sales representatives, production teams, and logistics personnel. Flexibility in...

  • Insurance Agent Career Opportunity

    1 week ago

    Traverse City, Michigan, United States Bankers Life Full time

    {"title": "Financial Services Career Opportunity", "content": "Financial Services Career OpportunityBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, and enjoy critical thinking, then consider this...

  • Client Relations Specialist

    4 weeks ago

    Traverse City, Michigan, United States BORIDE Engineered Abrasives Full time

    BORIDE Engineered Abrasives is a premier producer of abrasive materials, dedicated to excellence in customer service and product quality. At BORIDE, our customers are at the heart of our operations, and our employees are our greatest asset. We prioritize safety and adhere to structured processes to ensure efficiency. This role is based at our facility and...

  • Business Growth Specialist

    3 weeks ago

    Traverse City, Michigan, United States Greenleaf Trust Full time

    About This RoleThe Business Development Officer will be responsible for originating new business within an assigned geographic area to facilitate the continued growth of Greenleaf Trust. This individual will promote the company's visibility through participation in community events and organizations.Key ResponsibilitiesNew Business DevelopmentSource new...

  • Business Development Officer

    1 week ago

    Traverse City, Michigan, United States Greenleaf Trust Full time

    About This RoleWe are seeking a highly skilled Business Development Officer to join our team at Greenleaf Trust. As a key member of our organization, you will be responsible for originating new business and promoting our visibility through community events and organizations.Key ResponsibilitiesNew Business Development: Source new business by building...

  • Vice President of Investment Management

    4 weeks ago

    Bay City, Michigan, United States Independent Bank Full time

    Embrace Independence. Celebrate Diversity. At Independent Bank, we foster an environment that champions professional development and appreciates the unique blend of individual experiences, insights, creativity, and skills. We prioritize diverse perspectives and backgrounds, creating a collaborative atmosphere that enables us to deliver optimal solutions for...

  • Financial Services Professional

    1 week ago

    Traverse City, Michigan, United States Atria Wealth Solutions Full time

    About the RoleCUSO Financial Services, LP. (CFS) through its partnership with 4Front Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment services in the Traverse City, MI area. The investment program is experiencing rapid growth and we need an additional advisor to keep up with the financial planning needs of our...

  • Client Services Coordinator

    3 weeks ago

    Traverse City, Michigan, United States Mission Veterinary Partners Full time

    Overview Mission Veterinary Partners is seeking a dedicated Veterinary Receptionist to enhance our client service experience. Position Details: This is a full-time role requiring 30+ hours per week, with potential for occasional urgent care shifts. Compensation: Starting at $18.00/hour, commensurate with experience. Benefits: A...

  • Client Relations Specialist

    4 weeks ago

    Traverse City, Michigan, United States Grand Traverse Container Full time

    Job OverviewPRIMARY OBJECTIVE: Ensure effective customer engagement through timely and proficient service, utilizing sound judgment to manage customer orders, collaborate on forecast precision, and coordinate delivery schedules. Acts as a bridge between clients, sales representatives, production teams, and logistics personnel. Flexibility in schedule may be...

  • Client Service Associate

    1 week ago

    Garden City, Michigan, United States Stifel Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel. As a Client Service Associate, you will provide administrative support to our Financial Advisors, assisting with client account maintenance, record-keeping, and other operational tasks.Key ResponsibilitiesClient Account Maintenance: Assist...

Wealth Management Client Associate

4 months ago

Traverse City, Michigan, 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


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

Shift:
1st shift (United States of America)

Hours Per Week:
37.5