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Client Service Associate

2 months ago

Beaumont, Texas, United States Bank of America Full time
Job Description

Job Title: Registered Wealth Management Client Associate

Job Summary:

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 excellent client service and support to Financial Advisors and clients, ensuring timely and accurate resolution of client inquiries and requests.
  • Assist with ensuring practices are in alignment with Bank of America's policies and procedures to support operational excellence, protect clients, and manage risk.
  • Identify, deepen, and maintain client relationships through emphasizing Bank of America's 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.

Requirements:

  • FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
  • Displays advanced industry knowledge and understanding of investment products

Preferred Qualifications:

  • Energetic individual that is self-motivated, coachable, and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibilities
  • Detail-oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs, delivering complex solutions
  • Frequent communication and an abundance of discretion with sensitive information
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

Work Environment:

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.