Private Wealth Client Associate

5 days ago


Miami, Florida, United States Bank of America Full time

Job Summary

This role is responsible for delivering exceptional client service to Financial Advisors and their clients at Bank of America. Key responsibilities include supporting strategic objectives, operational excellence, and client advocacy within the FA's business, while customizing solutions based on their specific needs.

Key Responsibilities:

  • Provide excellent client service through educating clients on Bank of America's service and banking offerings.
  • Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor requests.
  • Assist in ensuring practices are in alignment with Bank of America's policies and procedures to support operational excellence, protect clients, and manage risk.
  • Identify, deepen, and maintain client relationships through emphasizing Bank of America's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
  • Support 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.

Requirements:

  • 2+ years post-high school education and/or 4+ years of professional or relevant internship experience; undergraduate degree a plus.
  • Bi-lingual in Portuguese required.

Work Schedule: 1st shift (United States of America), 37.5 hours per week.



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