Wealth Management Client Associate

2 weeks 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 and their clients. The ideal candidate will possess excellent communication skills, a client-centric mindset, and the ability to work in a fast-paced environment.

Key Responsibilities

  • Provide timely and accurate support to clients and Financial Advisors, ensuring seamless service delivery.
  • Assist with client onboarding, account management, and issue resolution, ensuring a high level of client satisfaction.
  • Collaborate with the Financial Advisor team to identify opportunities for growth and development, and implement strategies to deepen client relationships.
  • Develop and maintain a deep understanding of Bank of America's products and services, and effectively communicate their value to clients.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance and adherence to Bank of America's policies and procedures.

Requirements

  • Excellent communication and interpersonal skills.
  • Ability to work in a team environment and prioritize multiple tasks and responsibilities.
  • Strong analytical and problem-solving skills, with a focus on client satisfaction.
  • Proficiency in Microsoft Office and other relevant software applications.

Working Hours

37.5 hours per week, 1st shift (United States of America)



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