Wealth Management Client Support Associate

2 weeks ago

Bloomfield Hills, Michigan, United States Bank of America Full time

Job Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We embrace Responsible Growth, which shapes our operations and commitment to our clients, employees, communities, and shareholders.

We prioritize creating an inclusive and diverse workplace, investing in our employees and their families with competitive benefits that promote their overall well-being.

Our flexible work approach adapts to the needs of various roles within our organization, ensuring a balance between collaboration and personal flexibility.

Joining Bank of America offers a fulfilling career with opportunities for growth, learning, and making a significant impact.

Position Summary:

This role is dedicated to delivering exceptional client service support to multiple Financial Advisors (FAs). Key responsibilities include aligning with enterprise strategic goals, achieving operational excellence, and advocating for clients within the FA's practice while tailoring solutions to meet their unique requirements.

Key Responsibilities:

  • Deliver outstanding client service by educating clients on the bank's services and offerings.
  • Ensure timely, accurate, and comprehensive client materials, following up on all requests from clients and Financial Advisors.
  • Support adherence to the bank's policies and procedures to uphold operational excellence, safeguard clients, and mitigate risks.
  • Foster and deepen client relationships by promoting the bank's offerings and integrating banking into daily practices, while effectively communicating outcomes to the FA.
  • Assist with daily team operations, covering roles during absences or peak periods, always prioritizing a client-first approach.

Required Skills:

  • Account Management
  • Client Relationship Management
  • Customer Focus
  • Issue Resolution
  • Effective Oral Communication
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization Skills
  • Administrative Support
  • Emotional Intelligence
  • Referral Identification
  • Written Communication Skills

Qualifications:

Required: SIE, Series 7, 63/65 or 66 certifications, along with advanced knowledge of investment products.

Desired: A proactive, adaptable individual who thrives in a dynamic environment, is detail-oriented, committed to personal growth, and consistently seeks to enhance the client experience. Proficiency in Microsoft Word, Excel, and PowerPoint, with Salesforce experience being a plus.

Work Schedule:

1st shift (United States of America) with a commitment of 37.5 hours per week.

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