Wealth Management Client Associate

2 days ago


WinstonSalem, North Carolina, United States Bank of America Full time

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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