Client Service Associate
4 days ago
We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Bank of America. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.
Key Responsibilities- Provide end-to-end onboarding process for new clients, including systems, documentation, and follow-up
- Manage new account openings and maintenance, ensuring accuracy and timeliness
- Provide phone coverage for assigned advisors, responding to client inquiries and resolving issues
- Enroll and maintain IAP (Investment Advisory Program) accounts, ensuring compliance with regulatory requirements
- Process and manage client servicing requests and account maintenance, ensuring timely and accurate completion
- Drive digital client engagement, leveraging technology to enhance the client experience
- Utilize Salesforce to track daily activities, ensuring data accuracy and reporting
- Minimum of 1+ years of professional or relevant internship experience
- Knowledge of investment and banking products, policies, and procedures
- Strong client service and technical skills, including MS Word and Excel
- Strong communication, time management, and organizational skills
- Undergraduate degree in a related field
- Strong technological skills, with experience in CRM software and data analysis
- Ability to work in a fast-paced environment, with multiple priorities and deadlines
As a Client Service Associate at Bank of America, you will have the opportunity to work with a talented team of professionals, dedicated to delivering exceptional client service and support. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
Equal Employment OpportunityBank of America is an equal employment opportunity employer, committed to diversity and inclusion. We welcome applications from qualified candidates of all backgrounds and perspectives.
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