Client Service Representative

1 week ago


Wellesley, Massachusetts, United States Bank of America Full time
About the Role

This is an exciting opportunity to contribute to the success of Bank of America as a Wealth Management Client Associate-PT, where you will play a key role in delivering exceptional client service and driving business growth.

As a key member of our team, you will be responsible for providing excellent client service, educating clients on our banking offerings, and ensuring timely and accurate completion of client materials.

You will also assist in ensuring that our practices align with our policies and procedures, supporting operational excellence, protecting our clients, and managing risk.

Additionally, you will identify, deepen, and maintain client relationships, promoting the incorporation of banking into day-to-day practices, and communicating outputs to our Financial Advisors.

Supporting 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 Responsibilities
  • Provide exceptional client service, educating clients on our banking offerings.
  • Ensure timely and accurate completion of client materials.
  • Assist in ensuring that our practices align with our policies and procedures.
  • Identify, deepen, and maintain client relationships.
  • Support day-to-day team activities and needs.
Requirements

We are looking for a highly motivated and organized individual with a High School Diploma / GED / Secondary School or equivalent.

This is a part-time role, working 19.5 hours per week, with a flexible schedule to accommodate the needs of our clients and team.



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