Wealth Management Client Associate

3 weeks ago

San Diego, California, 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:
  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
  • Product Knowledge: Foundational knowledge of investment and banking products


Shift:
1st shift (United States of America)

Hours Per Week:
19.5

  • Wealth Management Client Associate

    2 months ago

    San Francisco, California, 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...

  • Market Client Relationship Manager

    4 days ago

    San Jose, California, 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...

  • Private Wealth Advisor

    4 days ago

    San Francisco, California, United States Capital Group Full time

    "I can succeed as a Private Wealth Advisor at Capital Group."One of the nation's leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans...

  • Client Manager

    1 month ago

    San Diego, California, United States Marsh McLennan Agency Full time

    SummaryThe Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members. In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned...

  • Commercial Associate

    4 days ago

    San Diego, California, 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...

  • Client Manager

    4 weeks ago

    San Diego, California, United States Marsh McLennan Agency Full time

    The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business...

  • Community Manager

    2 weeks ago

    San Diego, California, United States ConAm Management Corporation Full time

    Community Manager (Affordable) – Village Green Apartments - San Diego, CAWHO WE ARE:CONAM Management Corporation is part of The CONAM Group, a multi-family property investment and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with 11 regional offices that employs a team of 1500+...

  • Private Client Manager II

    4 days ago

    San Francisco, California, 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...

  • Junior Account Manager

    1 month ago

    San Diego, California, United States Royal Management Full time

    Harvest a new career this year with our firm. We are looking for motivated Junior Account Managers to fall headfirst into our open positions and take their careers to the next level. We are looking for a high-energy sales professional with experience in outside sales for an Account Manager role. The Account Manager will be responsible for the entire life...

  • GCB Sr Relationship Manager-R

    4 days ago

    San Diego, California, 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...

  • Sales Associate

    3 weeks ago

    San Diego, California, United States Richemont 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...

  • Business Marketing Associate

    4 days ago

    San Diego, California, United States Aspire Team Full time

    Full Time & Part Time Marketing AssociateOur Marketing Associate training is completely dedicated to providing our team members with a well-rounded idea of how business functions from the marketing, customer service, and sales aspects to training and development into management.Our goal is that when a Marketing Associate ends training they feel truly...

  • Summer Associate, Client Service, 2024

    1 week ago

    San Francisco, California, United States AlphaSights Full time

    Start date: Early June 2024 End date: Mid August 2024Duration: 10 weeksLooking for an internship with commercial frontline responsibility and the opportunity to work on live client projects? Do you seek to have immediate personal impact? If so, our Summer Associate program is the right choice for you.About AlphaSightsWe bring together some of the most...

  • Summer Associate, Client Service, 2025

    2 weeks ago

    San Francisco, California, United States AlphaSights Full time

    Start date: Early June 2025 End date: Mid August 2025Duration: 10 weeksLooking for an internship with commercial frontline responsibility and the opportunity to work on live client projects? Do you seek to have immediate personal impact? If so, our Summer Associate program is the right choice for you.About AlphaSightsWe bring together some of the most...

  • Associate Customer Account Manager

    4 weeks ago

    San Diego, California, United States AMN Healthcare Full time

    Job DescriptionWelcome to AMN Healthcare: Where Your Career Becomes the Next Big Success StoryEver wondered what it takes to build one of the largest and most successful healthcare staffing and total talent solutions companies? It takes trailblazers, innovators, and amazing people like you. At AMN Healthcare, we don't just offer jobs; we pave the way for...

  • Benefit Service Associate

    4 days ago

    San Diego, California, United States Marsh McLennan Agency Full time

    Benefit Service AssociateDEPARTMENT: EMPLOYEE HEALTH & BENEFITS STATUS: NON-EXEMPT REPORTS TO: CLIENT SERVICE EXECUTIVESUMMARYUnder direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work...

  • alternatives distribution

    4 days ago

    San Francisco, California, United States Wellington Management Company, LLP Full time

    About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Sales Associate

    4 days ago

    San Diego, California, United States Chico's FAS, Inc. - Retail Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individualityPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...

  • Sales Associate

    4 days ago

    San Diego, California, United States Chico's FAS, Inc. - Retail Full time

    Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautifulPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a...

  • Sales Associate

    4 days ago

    San Diego, California, United States Chico's FAS Full time

    Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautiful.POSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a...