Wealth Management Client Service Associate
5 giorni fa
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
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