Wealth Management Client Associate
3 weeks ago
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:
Please note the schedule for this position is part-timeProvides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, 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 FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetSkills:Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten CommunicationsMinimum Education Requirement: 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plusShift:1st shift (United States of America)Hours Per Week: 37.5-
Vienna, Virginia, United States Bank of America Full timeJob 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...
-
Customer Success Associate
3 weeks ago
Vienna, Virginia, United States Alarm Full timePOSITION OVERVIEWA rapidly growing, entrepreneurial technology company, is seeking a Customer Success Associate to join its Supply Chain team.As a fast, growing company, is looking for a tactical- focused Associate with the ability to build strong internal and external relationships.This role will focus on supply chain fulfillment activities for our...
-
Full Stack Developer11763Hybrid
4 weeks ago
Vienna, Virginia, United States Shuvel Digital Full timeDescription:To develop, implement, and maintain internal web-based applications and their underlying architecture for current and future information systems support of Navy Federal corporate goals and objectives. To research and identify technologically innovative solutions to ensure effective and optimal communications and engagements internally and to...
-
Product Marketing Strategist I
3 weeks ago
Vienna, Virginia, United States Navy Federal Credit Union Full timeOverviewServe as a marketing executional product owner, supporting lead product owners with directing the delivery of holistic marketing campaigns from market strategy development to implementation to engage the member/prospect, achieve business goals, and increase share among members. Translate the business and product strategy into actionable and effective...
-
Wealth Management Client Associate
4 weeks ago
Vienna, United States Bank of America Full timeJob 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...
-
Registered Wealth Management Client Associate
9 hours ago
Vienna, United States Bank of America Full timeJob 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...
-
Administrative Coordinator
2 weeks ago
Vienna, United States Strategic Wealth Designers Full timeAbout the JobAre you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor? Do you enjoy interacting with people and have a great sense of humor? Would you enjoy working for a growing, prestigious company in a fun, team environment?At Strategic Wealth Designers, we are a close-knit company...
-
Program Manager
3 days ago
Vienna, United States Management Concepts Full timeProgram Manager ________________________________________________________________________________________ Management Concepts is the nations premier provider of career development, performance improvement, and human capital solutions for the public sector. Since 1973, we have collaborated with federal government agencies as well as state and local...
-
Tax Manager
3 weeks ago
Vienna, United States Global Tax Management Full timeIf you're looking to boost your career and join a company that values its employees and is expanding, we invite you to apply for the position of Tax Manager for our Corporate Tax Team! Our flexible hybrid work schedule prioritizes work-life balance and positive employee culture. Our company has received numerous accolades, including being recognized as a...
-
Client Support Specialist
1 week ago
Vienna, United States The Women's Center Part time $21 - $22The Women's Center, non-profit mental health, education, and resources center in Vienna, VA is hiring a part-time Client Support Specialist. The position schedule is Monday through Friday, with varying four hour shifts between 9 am and 7 pm (M-T).Duties:Welcome and Check-in clients upon arrival.Operate multiple phone lines.Schedule client...
-
Client Support Specialist
3 days ago
Vienna, United States The Women's Center Part time $21 - $22The Women's Center, non-profit mental health, education, and resources center in Vienna, VA is hiring a part-time Client Support Specialist. The position schedule is Monday through Friday, with varying four hour shifts between 9 am and 7 pm (M-T).Duties:Welcome and Check-in clients upon arrival.Operate multiple phone lines.Schedule client...
-
Tax Senior Associate
3 weeks ago
Vienna, United States FORVIS Full timeDescription & Requirements As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their...
-
Tax Manager
2 weeks ago
Vienna, United States FORVIS Full timeDescription & Requirements How you will contribute: Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a...
-
Sales Associate
14 hours ago
Vienna, United States Karin's Florist Full timeJOB TYPE: Fulltime or part-timeJob Summary: Karin’s Florist, in Vienna, VA, is expanding our Sales Department! We are looking for part- and full-time Sales Associates who have a passion for succeeding in a friendly and fast-paced retail environment and can provide a high level of client/customer satisfaction.Successful candidates will have an interest in...
-
Sales Associate
2 hours ago
Vienna, United States Karin's Florist Full timeJOB TYPE: Fulltime or part-timeJob Summary: Karin’s Florist, in Vienna, VA, is expanding our Sales Department! We are looking for part- and full-time Sales Associates who have a passion for succeeding in a friendly and fast-paced retail environment and can provide a high level of client/customer satisfaction.Successful candidates will have an interest in...
-
Associate Attorney
3 weeks ago
Vienna, United States Cochran Law Group LLC Full timeJob DescriptionJob DescriptionWe are a top-tier law firm specializing in estate planning and trust administration for high net worth clients in VA, MD and DC and are looking for an associate attorney for our busy Tysons, VA office.The ideal candidate will have at least 3 years of experience with a focus on estate administration, preparation of probate...
-
Investment Consultant
6 days ago
Vienna, United States Fidelity TalentSource LLC Full timeJob Description: Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...
-
Supervising Senior Tax Analyst
2 weeks ago
Vienna, United States Global Tax Management Full timeIf you're looking to boost your career and join a company that values its employees and is expanding, we invite you to apply for the position of Supervising Senior Tax Analyst on our Lead Corporate Tax Team! Our flexible hybrid work schedule prioritizes work-life balance and positive employee culture. Our company has received numerous accolades, including...
-
Supervising Senior Tax Analyst
6 days ago
Vienna, United States Global Tax Management Full timeIf you're looking to boost your career and join a company that values its employees and is expanding, we invite you to apply for the position of Supervising Senior Tax Analyst on our Lead Corporate Tax Team! Our flexible hybrid work schedule prioritizes work-life balance and positive employee culture. Our company has received numerous accolades, including...
-
Audit Senior Manager | Nonprofit
3 weeks ago
Vienna, United States CareerBuilder Full timeDescription & Requirements The FORVIS audit team provides services that go beyond the compliance function. This team brings credibility to our client's financial picture, communicates information objectively and clearly, and provides insight to help clients improve their organizations. How you will contribute: Assisting with managing, developing, and...
-
Deputy Program Manager
6 hours ago
Vienna, United States @Orchard Full timeJob DescriptionJob DescriptionDeputy Program ManagerHybrid, Vienna VAUS Citizen – Public Trust@Orchard LLC is supporting a growing Federal Contractor with a need for a BPA Deputy Program Director to lead the management and delivery of a multimillion-dollar program management support services BPA within the federal civilian space.The Deputy Program Director...
-
Experienced Audit Associate
3 weeks ago
Vienna, United States FORVIS Full timeDescription & Requirements Our firm provides assurance services that go beyond the compliance function. Alongside the rest of our team, you will bring credibility to our client's financial picture, communicate information objectively and clearly, and provide insight to help clients improve their businesses.If relationships are important to you, and you...
-
Tax Senior Manager ASC 740
4 days ago
Vienna, United States FORVIS Full timeDescription & Requirements As a Tax Senior Manager at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You provide authentic support to your teammates and clients and communicate regularly with them to understand their business and...
-
Paralegal - Community Associations
14 hours ago
Vienna, United States Rees Broome, PC Full timeJOB TITLE: Collections, ParalegalFLSA STATUS: Non- Exempt SUMMARY: Performs a variety of paralegal duties for attorneys according to established policies and procedures. Maintains positive contact with clients, attorneys, supervisor and staff. Observes confidentiality of client matters.ESSENTIAL DUTIES AND RESPONSIBLITIES: “Essential Functions” are...