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Client Support Specialist

2 mesi fa

Roma, Lazio, Italia Bank of America A tempo pieno

Job Summary:

This role is responsible for providing exceptional client service support to Financial Advisors (FAs) at Bank of America. As a key member of the team, you will play a critical role in delivering customized solutions to clients, ensuring operational excellence, and advocating for their needs.

Key Responsibilities:

  • Provide top-notch client service by educating clients on Bank of America's services and offerings.
  • Ensure timely, accurate, and complete client materials and follow up on all client and FA requests.
  • Collaborate with FAs to ensure practices align with Bank of America's policies and procedures, promoting operational excellence and risk management.
  • Identify, deepen, and maintain client relationships by highlighting Bank of America's offerings and promoting banking integration into daily practices.
  • Support day-to-day team activities, including covering roles in times of absence or seasonal need increases, while maintaining a client-first mindset.

Required 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

Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Work Schedule:

1st shift (United States of America)

Hours Per Week:

37.5