Financial Services Advisor
9 ore fa
About the Role
We are seeking a highly motivated and client-focused Financial Services Advisor to join our team at Bank of America. As a key member of our Wealth Management Client Associate team, you will play a critical role in providing exceptional client service support to our Financial Advisors.
Job Summary
This position is responsible for delivering tailored solutions to clients, ensuring seamless execution of client requests, and fostering long-term relationships with existing clients. The ideal candidate will possess excellent communication skills, a strong understanding of banking products, and the ability to work effectively in a fast-paced environment.
Key Responsibilities
- Provide personalized service to clients, educating them on Bank of America's comprehensive range of banking offerings.
- Ensure timely, accurate, and complete client materials, following up on all client and Financial Advisor requests.
- Collaborate with colleagues to identify opportunities to deepen and maintain client relationships, emphasizing the value of Bank of America's services.
- Serve as a primary point of contact for clients, addressing their needs and resolving issues promptly and professionally.
- Support day-to-day team activities, including covering roles during absences or seasonal increases, while maintaining a client-centric mindset.
Required Skills and Qualifications
To succeed in this role, you should possess:
- A high school diploma or equivalent.
- Excellent communication and interpersonal skills.
- A strong understanding of banking products and services.
- The ability to work effectively in a team environment.
- A client-first attitude and commitment to delivering exceptional service.
Benefits and Compensation
We offer a competitive salary range of $50,000 - $65,000 per year, based on experience, plus a comprehensive benefits package, including health insurance, 401(k) matching, and paid time off. This role is classified as a 1st shift position (United States of America), with an estimated 19.5 hours worked per week.
About Bank of America
Bank of America is one of the world's leading financial institutions, dedicated to helping individuals, businesses, and communities achieve their goals. We are committed to providing exceptional service, innovative solutions, and a positive work environment that values diversity, equity, and inclusion.
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