Client-Centric Wealth Management Associate

Bank of America; Johnson City (TN); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America seeks a client service support professional to assist multiple Financial Advisors with service delivery, client advocacy, and enterprise objectives. You will customize solutions to client needs and serve as a primary point of contact for clients and advisors.

Ideal candidates demonstrate a client-centric approach, quick learning of platforms, and the ability to work in a fast-paced environment while maintaining accuracy and compliance with bank policies.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intensive focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

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 maintain 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 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

Excel

PowerPoint

Salesforce

Job description

Bank of America seeks a client service support professional to assist multiple Financial Advisors with service delivery, client advocacy, and enterprise objectives. You will customize solutions to client needs and serve as a primary point of contact for clients and advisors.

Ideal candidates demonstrate a client-centric approach, quick learning of platforms, and the ability to work in a fast-paced environment while maintaining accuracy and compliance with bank policies.