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Wealth Management Client Service Associate
2 months ago
About the Role
This position is responsible for providing exceptional client service support to Financial Advisors (FAs) at Bank of America. Key responsibilities include:
- Client Service: Provide top-notch service to clients, educating them on Bank of America's services and offerings.
- Operational Excellence: Ensure timely, accurate, and complete client materials, and follow up on client and FA requests.
- Client Advocacy: Assist in ensuring practices align with Bank of America's policies and procedures to support operational excellence, protect clients, and manage risk.
- Relationship Building: Identify, deepen, and maintain client relationships by emphasizing Bank of America's offerings and promoting incorporation of banking into day-to-day practices.
- Team Support: Support day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases.
Requirements
- Education: 2+ years post-high school education and/or 4+ years of professional or relevant internship experience; undergraduate degree a plus.
- Shift: 1st shift (United States of America).
- Hours Per Week: 37.5.
