Wealth Management Client Associate

4 settimane fa

Napoli, Italia Bank Of America A tempo pieno

Description :This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetSkills:Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten CommunicationsMinimum Education Requirement: NullShift:1st shift (United States of America)Hours Per Week: 37.5

  • Wealth Management Client Associate

    1 mese fa

    Napoli, Italia Bank Of America A tempo pieno

    Wealth Management Client Associate page is loaded Wealth Management Client Associate Apply locations Naples time type Part time posted on Posted 6 Days Ago job requisition id 24011977 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. Responsible Growth is how we...

  • Wealth Management Client Associate

    4 settimane fa

    Napoli, Italia Bank Of America A tempo pieno

    Wealth Management Client Associate page is loaded Wealth Management Client Associate Apply locations Naples time type Part time posted on Posted 6 Days Ago job requisition id 24011977 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. Responsible Growth is how we...

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