Wealth Management Client Associate

Bank of America; Venezia; In loco; EUR 30.000 - 45.000; Tempo pieno

Descrizione del lavoro

A leading financial institution is seeking a Client Service Support professional in Venice, Italy. This role involves educating clients on banking offerings, ensuring high-quality service, and deepening client relationships. Ideal candidates have strong skills in client management and a minimum education of a high school diploma. This position offers a full-time schedule with 37.5 hours per week.

Mansioni

• Provide excellent Client Service to the bank's clients.
• Ensure timeliness, accuracy, and completeness in client materials.
• Assist with ensuring practices align with bank's policies.
• Identify and deepen client relationships while promoting banking.
• Support day-to-day team activities in times of need.

Conoscenze

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

Formazione

High School Diploma / GED / Secondary School

Descrizione del lavoro

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

Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

Shift :

1st shift (United States of America)

Hours Per Week : 37.5