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Registered Wealth Management Client Associate

2 months ago

Greenwich, 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 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 #J-18808-Ljbffr