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 detail-oriented and self-motivated individual with excellent communication skills.
Key Responsibilities:
- Provide timely and accurate client materials, ensuring seamless communication with FAs and clients.
- Assist in ensuring practices align with Bank of America's policies and procedures, promoting operational excellence and risk management.
- Identify and deepen client relationships by emphasizing Bank of America's offerings and promoting banking incorporation into daily practices.
- Support day-to-day team activities, including covering roles in times of absence or seasonal need increases, with a client-first mindset.
Required Qualifications:
- FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
- Advanced industry knowledge and understanding of investment products
Desired Qualifications:
- Energetic individual with a self-motivated and coachable attitude
- Ability to work in a fast-paced environment with changing responsibilities
- Detail-oriented and invested in personal development
- Consistently pursues client experience excellence
- Excellent verbal and written communication skills
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
Work Schedule:
1st shift (United States of America)
Hours Per Week:
37.5
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