Wealth Management Client Associate

3 weeks ago


Paramus, New Jersey, United States Bank of America Full time
Job Summary

We are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Bank of America. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.

Key Responsibilities
  • Provide timely and accurate client materials, ensuring that all client requests are met with a high level of professionalism and attention to detail.
  • Assist in ensuring that practices are in alignment with Bank of America's policies and procedures, promoting operational excellence and protecting our clients.
  • Identify, deepen, and maintain client relationships by emphasizing Bank of America's offerings and promoting the incorporation of banking into day-to-day practices.
  • Support day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases.
Requirements
  • Excellent communication and interpersonal skills, with the ability to work effectively with Financial Advisors, clients, and other stakeholders.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficiency in Microsoft Office, including Word, Excel, and PowerPoint, with experience in Salesforce a plus.
What We Offer

As a Client Service Specialist at Bank of America, you will have the opportunity to work in a dynamic and supportive team environment, with access to ongoing training and development opportunities. We offer a competitive salary and benefits package, as well as opportunities for career growth and advancement.

We value diversity and inclusion, and are committed to creating a workplace that is free from discrimination and harassment. We are an equal opportunity employer and welcome applications from qualified candidates of all backgrounds.



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