Client Service Associate

6 days ago

Chandler, Arizona, United States Bank of America Full time

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us

Job Description:

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.

  • The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
  • You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
  • For established clients, the CSA will often serve as the most frequent point of contact with Merrill Lynch.

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Required Background

Must be a current Year Up intern at Bank of America

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

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