Wealth Management Client Associate

2 weeks ago


Hartford, Connecticut, 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:
19.5

  • Hartford, Connecticut, 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...


  • Hartford, Connecticut, 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...

  • Financial Advisor

    4 days ago


    Hartford, Connecticut, United States Alera Group Full time

    OVERVIEWAlera Group Northeast is seeking an Insurance Consultant out of our Norwalk, CT; Hartford CT; or Worcester, MA office to join the teamAre you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight, collaborate,...


  • Hartford, Connecticut, United States WTW Full time

    Responsibilities:As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on...

  • Sales Manager

    2 weeks ago


    Hartford, Connecticut, United States Connecticut Convention Center Full time

    ABOUT USAt Waterford Hotel Group we pride ourselves on cultivating a workplace that feels like home and brings out the best in you, each and every day. We will celebrate your successes, appreciate your strengths, and offer an environment where each of us can truly be ourselves. We provide competitive compensation and benefits, a tight-knit and supportive...

  • Associate Director

    4 days ago


    Hartford, Connecticut, United States LTIMindtree Full time

    About Us:LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise...


  • Hartford, Connecticut, United States CarMax Full time

    7286 - Hartford - 89 Weston St, Hartford, Connecticut, 06120CarMax, the way your career should be General Summary:Under general supervision, responsible for zone maintenance, vehicle receiving & shipping, inventory scanning, vehicle movement (both on and off lot), lot wash/merchandising, taking and uploading photos to , as well as providing exceptional...

  • Associate - Projects

    1 month ago


    Hartford, Connecticut, United States Cognizant United States, Cognizant Technology Solutions Full time

    Test LeadQualification:Bachelors in engineering or equivalentResponsibility:Knowledge Transition: Understand and analyze business requirements based on the review of documents (functional specifications document, technical specification documents etc) as received from client / onsite. Participate in KT calls to understand the requirements. Conduct reverse KT...


  • Hartford, Connecticut, United States Randstad USA Full time

    job summary: Enterprise Healthcare client has an immediate opening for a highly motivated Technical Support Associate Analyst to join their dynamic and growing team. All qualified candidates are encouraged to applyPerforms a broader set of tasks to provide operational support for the organization's information systems and peripheral equipment such as...


  • Hartford, Connecticut, United States George School Full time

    George School, a Quaker boarding/day grades 9-12 college preparatory school located in Newtown, Bucks County, Pennsylvania, seeks an Associate Director of College Counseling . POSITION SUMMARY : The George School College Counseling Office serves a diverse community, that includes 30 percent international students, 39 percent students of color, active...


  • Hartford, Connecticut, United States Five Below Full time

    At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free to Let Go & Have Fun in an amazing experience, filled with unlimited possibilities, priced so low, you can always say yes to the newest, coolest stuff Just ask any of our over 17,000 associates who work at Five Below and they'll tell you...


  • Hartford, Connecticut, United States Conduent State Healthcare, LLC Full time

    Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is...

  • Engineering Manager

    4 days ago


    Hartford, Connecticut, United States Michael Page Full time

    About Our Client Our client manufactures complex, close tolerance and precision-machined componenets and assemblies for applications in aerospace, defense and other industrial OEM's. With over 100 CNC machines that perform milling, turning and other functions, they are able to provide the highest quality products for their customers. Job Description Lead and...


  • Hartford, Connecticut, United States AXA XL Full time

    Project Manager, Global Technology Hartford CT I Stamford, CT I Morristown, NJ I Exton, PA I USAProject Manager within the Global Technology Department will deliver specific and approved projects in the best interests of the customer, managing budget, scope, risks, issues, schedule, and resources to deliver desired project benefits. This role will report...


  • Hartford, Connecticut, United States AXA XL Full time

    Head of GT Project Management UK - London, US - Hartford or StamfordThe Global Head of GT Project Management is accountable for the delivery of all programs and projects delivered by Application Solutions, Digital Factory, and Transversal Services. They will lead and develop a centralized team of IT Project Managers that will deliver through both waterfall...

  • Associate Principal

    4 days ago


    Hartford, Connecticut, United States LTIMindtree Full time

    About Us:LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise...


  • Hartford, Connecticut, United States Boscov's Department Stores Full time

    Retail Sales Manager Experienced Retail Sales Department Managersbring your experience to work for you where people love to shop Boscov's is a chain of full service department stores serving the total family needs of our customers. For nearly 100 years, Boscov's has been known for its great values and famous brands, and for offering a broad selection of...


  • Hartford, Connecticut, United States Boscov's Department Stores Full time

    Retail Sales Manager Experienced Retail Sales Department Managers—bring your experience to work for you where people love to shop Boscov's is a chain of full service department stores serving the total family needs of our customers. For nearly 100 years, Boscov's has been known for its great values and famous brands, and for offering a broad selection of...

  • Project Manager II

    4 days ago


    Hartford, Connecticut, United States REXEL Full time

    The position of Project Manager will be Remote SummaryThe Project Manager II is responsible for managing moderate complexity project business by placing orders, tracking shipments, and billing the customer correctly. The Project Manager II owns the relationship with the customer, manages relationships with sales and vendors, and is responsible for...

  • Project Manager II

    4 days ago


    Hartford, Connecticut, United States REXEL Full time

    The position of Project Manager will be based out of our Hartford, CT locationSummaryThe Project Manager II is responsible for managing moderate complexity project business by placing orders, tracking shipments, and billing the customer correctly. The Project Manager II owns the relationship with the customer, manages relationships with sales and vendors,...