Private Banking Client Specialist

Bank of America; Manchester; On-site; GBP 29,000 - 41,000; Full time

Job summary

Bank of America is seeking a Private Bank Client Specialist to support client service and sales, including account openings and transfers, while coordinating with trust officers and centralized service centers to deliver an integrated experience.

The role requires a strong client-focus, attention to detail, and the ability to navigate regulatory requirements across portfolios, with emphasis on collaboration and communication.

Qualifications

• High school diploma or GED or equivalent.
• 1 year of experience with a financial institution focusing on client service and sales.
• Strong ability to manage client relationships and fulfill service standards.

Responsibilities

• Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products.
• Coordinates with specialists and service centers to deliver an integrated service experience.
• Adheres to risk framework and regulatory requirements while servicing accounts and portfolios.
• Works with Trust Officers to manage fiduciary/trust relationships.
• Performs servicing and account maintenance activities including deposits/transfers.

Skills

Account Management

Attention to Detail

Collaboration

Written Communications

Active Listening

Education

BS/BA degree in Business, Finance or Economics

Tools

PACE/Trust Web

Trust Accounting

Job description

Bank of America is seeking a Private Bank Client Specialist to support client service and sales, including account openings and transfers, while coordinating with trust officers and centralized service centers to deliver an integrated experience.

The role requires a strong client-focus, attention to detail, and the ability to navigate regulatory requirements across portfolios, with emphasis on collaboration and communication.