Wealth Management Client Associate
2 weeks ago
We are seeking a highly motivated and detail-oriented Wealth Management Seasonal Client Associate to join our team. As a key member of our client service team, you will provide exceptional support to our Financial Advisors and clients, ensuring timely and accurate delivery of services.
Key Responsibilities:- Provide excellent client service by educating clients on our service and banking offerings
- Ensure timeliness, accuracy, and completeness in client materials and support other Client Associates with following up on client and Financial Advisor requests
- Assist in ensuring practices are in alignment with our policies and procedures to support operational excellence, protect clients, and manage risk
- Support the identification, deepening, and maintenance of client relationships through emphasizing our offerings and promoting 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, while leading with a client-first mindset
- High School Diploma / GED / Secondary School or equivalent
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Strong analytical and problem-solving skills
- Proficiency in Microsoft Office and other relevant software
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
- A chance to work with a leading financial institution and make a meaningful impact on our clients' lives
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive, respectful, and free from discrimination. If you are passionate about delivering exceptional client service and have a strong desire to learn and grow, we encourage you to apply for this exciting opportunity.
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Wealth Management Client Associate
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