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Wealth Management Client Associate

Bank of America

United Kingdom

On-site

GBP 25,000 - 35,000

Full time

Today
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Job summary

A leading financial institution is seeking a dedicated Client Service Representative to support Financial Advisors and ensure client satisfaction. This role involves educating clients about banking services, addressing their needs, and maintaining excellence in client relations. Ideal candidates are detail-oriented, self-motivated, and proficient in communication, with a high school diploma as a minimum requirement.

Qualifications

  • Energetic, self-motivated individual with strong detail orientation.
  • Able to work in a fast-paced, changing environment.
  • Excellent verbal and written communication skills.

Responsibilities

  • Provides client service support by addressing needs of Financial Advisors.
  • Educates clients on the bank's offerings and ensures materials are accurate.
  • Assists in maintaining alignment with the bank's policies.

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

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Salesforce

Job description

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Description

:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
  • 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
  • Desired Qualifications:

  • Energetic individual that is self-motivated, coachable and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibilities
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs, delivering complex solutions
  • Frequent communication and an abundance of discretion with sensitive information
  • Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication
  • Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

    Shift:

    1st shift (United States of America)

    Hours Per Week:

    37.5

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