Private Wealth Client Associate
6 days ago
About the Role
This position is responsible for providing exceptional client service support to multiple Financial Advisors (FAs) at Bank of America. Key responsibilities include:
- Client Service Excellence: Provide top-notch client service to Bank of America's clients by educating them on all of the bank's service and banking offerings.
- Timely and Accurate Support: Ensure timely, accurate, and complete client materials and follow up on all client and Financial Advisor (FA) requests.
- Operational Excellence: Assist in ensuring practices are in alignment with Bank of America's policies and procedures to support operational excellence, protect clients, and manage risk.
- Client 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, while communicating outputs to the FA.
- Team Support: 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.
Key Qualifications
- Education and Experience: 2+ years post-high school education and/or 4+ years of professional or relevant internship experience; undergraduate degree a plus.
- Language Skills: Bi-lingual in Portuguese required.
Work Schedule
1st shift (United States of America)
Hours Per Week
37.5
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