Registered Wealth Management Client Associate

4 weeks ago

Garden City, United States Disability Solutions 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


Required Qualifications:
  • SIE, Series 7, 63/65 or 66
  • Displays advanced industry knowledge and understanding of investment products


Desired Qualifications:
  • Energetic individual that is self-motivated, coachable, and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibility
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs delivering complex solutions
  • Frequent communication and an abundance of discretion with sensitive information
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication


Shift:
1st shift (United States of America)

Hours Per Week:
37.5

  • Wealth Management Client Account Manager

    4 weeks ago

    West Valley City, United States Zions Bank Full time

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...

  • Wealth Management Client Account Manager

    1 week ago

    West Valley City, United States Zions Bancorporation Full time

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...

  • Wealth Client Account Services Associate: SLC

    1 week ago

    Salt Lake City, United States BankTalent HQ Full time

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...

  • Wealth Management Client Account Manager

    1 week ago

    Salt Lake City, United States BankTalent HQ Full time

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...

  • Wealth Management Client Account Manager

    2 days ago

    Salt Lake City, United States BankTalent HQ Full time

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...

  • Wealth Client Account Services Associate: SLC or Houston

    1 week ago

    Salt Lake City, United States BankTalent HQ Full time

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...

  • Wealth Advisor

    3 weeks ago

    Foster City, United States IEQ Capital Full time

    Wealth Advisor Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent,...

  • Wealth Management Client Associate

    2 weeks 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...

  • Client Services Associate

    4 weeks ago

    Redwood City, United States Evolve Talent Partners Full time

    Client Service AssociateWealth Management FirmRedwood City, California Established wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and administrative functions of the firm. The ideal candidate is a dedicated professional with relevant experience. Strong attention to...

  • Client Service Associate

    4 weeks ago

    Redwood City, United States Evolve Talent Partners Full time

    Job DescriptionJob DescriptionClient Service AssociateWealth Management FirmRedwood City, CaliforniaEstablished wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and administrative functions of the firm. The ideal candidate is a dedicated professional with relevant...

  • Client Services Associate

    3 weeks ago

    Redwood City, United States Evolve Talent Partners Full time

    Client Service AssociateWealth Management FirmRedwood City, California Established wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and administrative functions of the firm. The ideal candidate is a dedicated professional with relevant experience. Strong attention to...

  • Operations Manager

    5 days ago

    Salt Lake City, UT, United States CyberCoders Full time

    Salt Lake City, UTHybrid Full-time $100,000.00 - $250,000.00Posted 04/09/2024Our firm focuses on wealth management, private equity, private capital, and endowments. Our advisors have a history of working with reputable clients and portfolio management. We're seeking an experienced Operations Manager / Director who wants to grow with us!What You Will Be...

  • Private Wealth Banker

    3 weeks ago

    Oklahoma City, United States Bank of Texas Full time

    Summary Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Private Banker.  We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our...

  • Senior Wealth Advisor

    3 weeks ago

    Redwood City, United States The Judson Group Full time

    Reference Number: HRJ7405 Location: Redwood City, California Judson Group has been retained by a growing independently held RIA in the search for a Senior Wealth Advisor . This individual over time will join an established team and begin to take over 80-100 existing client relationships with financial planning responsibilities. The Senior Wealth Advisor will...

  • Lead Wealth Advisor

    3 weeks ago

    Redwood City, United States CareerBuilder Full time

    Reference Number: HRJ7340 Location: Redwood City, California Judson Group has been retained by a growing independently held RIA in the search for a Lead Wealth Advisor . This individual over time will join an established team and begin to take over 80-100 existing client relationships with financial planning responsibilities. The Lead Wealth Advisor will not...

  • Director, Asset

    4 weeks ago

    Garden City, Michigan, United States Athene Full time

    POSITION OVERVIEW: Apollo is seeking a Director to join their expanding New York City-based Product Management team as part of Client & Product Solutions (CPS).The Director will specialize in one of two areas, either asset backed finance or private equity &/or secondaries with a specific focus on global wealth offerings.Partner with Product Management,...

  • Wealth Advisor

    1 week ago

    Salt Lake City, United States BankTalent HQ Full time

    Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth...

  • Wealth Advisor

    2 weeks ago

    West Valley City, United States Zions Bancorporation Full time

    Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth...

  • Venturi Private Wealth

    3 weeks ago

    Oklahoma City, United States HIFON Group Full time

    Venturi Private Wealth (Austin, TX) Seeking Director of Operations Venturi Private Wealth, based in Austin, is one of the fastest growing wealth management firms in one of the fastest growing cities in America. Join our vibrant Austin office and help deliver the type of client service that has caught the attention of Forbes (Best in State Wealth Advisors),...

  • Executive Assistant

    2 weeks ago

    Salt Lake City, United States Zions Bancorporation Full time

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...