Lavori attuali relativi a Wealth Management Client Service Associate - Roma, Lazio - Bank of America

  • Client Service Officer

    2 mesi fa

    Roma, Lazio, Italia CFM Indosuez Wealth Management A tempo pieno

    Job DescriptionJob Summary: We are seeking a highly organized and detail-oriented Client Service Officer to provide administrative support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net worth individual (UHNWI) clients.Main Responsibilities:Administrative Support: Provide administrative support to Wealth Managers,...

  • Client Service Officer M/F

    4 settimane fa

    Roma, Lazio, Italia CFM Indosuez Wealth Management A tempo pieno

    About the Role:The Client Service Officer M/F will provide administrative and operational support to our Wealth Managers in managing High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI) clients.Main Responsibilities:Provide administrative support including handling telephone calls, managing emails and mailSupport Wealth Managers in...

  • Wealth Management Support Officer M/F

    4 giorni fa

    Roma, Lazio, Italia CFM Indosuez Wealth Management A tempo pieno

    About the RoleThe main mission is to provide high-quality administrative and operational support to our Wealth Managers in managing high net worth individuals (HNWI) and ultra-high net worth individuals (UHNWI) clients.Key ResponsibilitiesProvide administrative support including handling telephone calls, managing emails and mailSupport Wealth Managers in the...

  • Client Service Officer

    1 mese fa

    Roma, Lazio, Italia CFM Indosuez Wealth Management A tempo pieno

    Job Title: Client Service OfficerWe are seeking a highly skilled and experienced Client Service Officer to join our team at CFM Indosuez Wealth Management. As a Client Service Officer, you will be responsible for providing exceptional administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net...

  • Client Service Officer

    3 settimane fa

    Roma, Lazio, Italia CFM Indosuez Wealth Management A tempo pieno

    Job SummaryWe are seeking a highly skilled Client Service Officer to join our team at CFM Indosuez Wealth Management. As a key member of our Wealth Management team, you will be responsible for providing exceptional administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net worth individual...

  • Client Service Officer

    1 mese fa

    Roma, Lazio, Italia CFM Indosuez Wealth Management A tempo pieno

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Officer to provide administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net worth individual (UHNWI) clients.Key ResponsibilitiesProvide administrative support, including handling telephone calls, managing...

  • Client Service Officer M/F

    3 settimane fa

    Roma, Lazio, Italia CFM Indosuez Wealth Management A tempo pieno

    Job SummaryThe Client Service Officer will provide administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net worth individual (UHNWI) clients. The role involves extensive telephone contact with clients, developing commercial support relationships, and careful administration of their...

  • Wealth Management Director

    3 settimane fa

    Roma, Lazio, Italia Page Executive A tempo pieno

    Job Title: Wealth Management DirectorPage Executive is seeking an experienced Wealth Management Director to join our team. As a key member of our executive team, you will be responsible for driving strategic growth and managing a portfolio of high-value customers.About the RoleManage and support a portfolio of high-value customers, providing holistic...

  • Wealth Management Director

    2 settimane fa

    Roma, Lazio, Italia Page Executive A tempo pieno

    About the RolePage Executive is seeking a seasoned Wealth Management Director to drive strategic growth in a dynamic, fast-paced environment. As a trusted adviser, you will manage and support a portfolio of high-value customers, providing holistic financial advice and supporting them through key life events.Key ResponsibilitiesManage and support a portfolio...

  • Executive Director of Private Wealth Management

    1 mese fa

    Roma, Lazio, Italia Norman Alex A tempo pieno

    Lead Private Banking and Wealth Management in ItalyWe are seeking an exceptional leader to spearhead our private banking and wealth management efforts in Italy. As a key member of our team, you will be responsible for developing and executing strategies to attract and retain high net worth individuals, entrepreneurs, and families.Key Responsibilities:Develop...

  • Wealth Management Director

    3 settimane fa

    Roma, Lazio, Italia Page Executive A tempo pieno

    Job DescriptionRole: Wealth Management DirectorAbout the Company: Page Executive is a leading recruitment agency specializing in financial services. We are passionate about attracting diverse talent and committed to ensuring our processes are inclusive and supportive.Job Summary: We are seeking an experienced Wealth Management Director to join our team. As a...

  • Administrative Support Specialist for High Net Worth Clients

    2 mesi fa

    Roma, Lazio, Italia CFM Indosuez Wealth Management A tempo pieno

    Job SummaryThe Client Service Officer will provide administrative and operational support to our Wealth Managers in managing High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI) clients.Main ResponsibilitiesAdministrative Support: Provide administrative support including handling telephone calls, managing emails and mail, and...

  • Head of Wealth Management

    2 mesi fa

    Roma, Lazio, Italia Norman Alex A tempo pieno

    We are seeking an exceptional leader to spearhead the launch of our private banking activity in Italy. As a seasoned manager with a passion for finance and strong relationship-building skills, you will be responsible for developing a portfolio of high-net-worth individuals, entrepreneurs, and families in Italy.Key Qualifications :University degree in...

  • Guest Service Associate

    3 settimane fa

    Roma, Lazio, Italia Accor Hotels A tempo pieno

    Job Title: Guest Service Associate - Royal ServiceWe are seeking a dedicated Guest Service Associate - Royal Service to join our prestigious Royal Service team at Accor Hotels.Key Responsibilities:Telephone Operations: Handle incoming calls promptly and professionally, providing courteous assistance to guests and efficiently addressing their inquiries,...

  • Project Manager

    7 giorni fa

    Roma, Lazio, Italia Hitachi Abb Power Grids A tempo pieno

    Project Manager - Service AssociateHitachi Energy is a global technology leader that is advancing a sustainable energy future for all. We serve customers in the utility, industry, and infrastructure sectors with innovative solutions and services across the value chain.We are looking for a Service Associate Project Manager to lead the execution of projects...

  • Customer Service Manager Associate

    3 settimane fa

    Roma, Lazio, Italia Stryker Italia S.r.l. A tempo pieno

    Unlock Your Potential as an Associate Manager Customer Service at StrykerAre you ready to take on a challenging role that will help you grow professionally and personally? We are seeking an Associate Manager Customer Service to join our team at Stryker Italia S.r.l.Key Responsibilities:Lead and manage a team of representatives and specialists to deliver...

  • Sales Associate

    2 settimane fa

    Roma, Lazio, Italia Versace A tempo pieno

    {"title": "Sales Associate", "description": "Role OverviewWe are seeking a highly motivated and fashion-forward Sales Associate to join our team at Versace. As a Sales Associate, you will be responsible for delivering exceptional customer service, building strong relationships with clients, and driving sales growth through effective sales strategies.Key...

  • Sales Associate

    1 mese fa

    Roma, Lazio, Italia Eram Talent A tempo pieno

    Job Title: Sales AssociateWe are seeking a highly skilled and motivated Sales Associate to join our team at Eram Talent. As a Sales Associate, you will be responsible for providing exceptional customer service, driving sales, and maintaining a high level of store appearance.Key Responsibilities:Provide personalized styling advice and product knowledge to...

  • Retail Stores Associate

    2 settimane fa

    Roma, Lazio, Italia Nike A tempo pieno

    Join Our Team as a Retail Stores AssociateWe are seeking a highly motivated and customer-focused Retail Stores Associate to join our team. As a Retail Stores Associate, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and supporting sales efforts.Key Responsibilities:Provide excellent...

  • Sales Associate

    6 giorni fa

    Roma, Lazio, Italia Navy Exchange Service Command A tempo pieno

    Job Summary: As a sales associate at Navy Exchange Service Command, you will be the face of our company, highlighting our brand and image while contributing to building our reputation as a company that values its customers and their opinions.Key Responsibilities:Proactively engage and connect with customers, ask questions, listen to customer needs, direct...

Wealth Management Client Service Associate

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, with 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