Wealth Management Client Associate

7 giorni fa


Napoli, Campania, Italia Bank of America A tempo pieno

Job Summary:

This role is responsible for providing exceptional client service support to Financial Advisors, ensuring timely and accurate delivery of client materials, and fostering strong relationships with clients to promote banking services and products.

Key Responsibilities:

  • Deliver outstanding client service through education on Bank of America's services and offerings.
  • Ensure timely, accurate, and complete client materials and follow up on client and Financial Advisor requests.
  • Assist in ensuring practices align with Bank of America's policies and procedures to support operational excellence and protect clients.
  • Identify, deepen, and maintain client relationships by promoting banking services and products and communicating outputs to Financial Advisors.
  • Support day-to-day team activities, including covering roles in times of absence or seasonal need increases, with a client-first mindset.

Requirements:

  • High School Diploma / GED / Secondary School equivalent.

Work Schedule:

1st shift (United States of America)

Hours Per Week:

19.5



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