Wealth Management Client Associate
2 days ago
Job Summary:
This role is responsible for providing exceptional client service support to Financial Advisors (FAs) at Bank of America. The ideal candidate will be a strong communicator, able to build relationships with clients and FAs, and provide timely and accurate support to ensure operational excellence and client advocacy.
Key Responsibilities:
- Provide excellent client service to clients through educating them on Bank of America's services and offerings
- Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA 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, while communicating outputs to the FA
- 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
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Shift: 1st shift (United States of America)
Hours Per Week: 37.5
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