Financial Services Associate — Client Solutions

Bank of America; New Jersey; Hybrid; USD 3,444,000 - 3,720,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a client-focused professional to answer detailed questions about products and services, educate clients on value-added opportunities, and route complex inquiries to the right specialists. The role emphasizes timely, accurate service and strong relationship building.

In-office roles in New Jersey offer daily collaboration with teams, opportunities to grow within financial services, and a commitment to inclusive, supportive workplaces. Training and resources are provided.

Qualifications

• Bachelor’s degree and/or minimum of one year of experience in a performance-based environment.
• Strong communication and collaboration skills to build client relationships.
• Willingness to establish a career in financial services and adapt to role requirements.

Responsibilities

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Triages client requests and makes referrals to appropriate internal specialists
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer and Client Focus

Oral Communications

Account Management

Client Experience Branding

Decision Making

Emotional Intelligence

Result Orientation

Adaptability

Coaching

Prioritization

Referral Identification

Written Communications

Education

Bachelor’s degree

High School Diploma / GED

Tools

Microsoft Office

Job description

Bank of America is seeking a client-focused professional to answer detailed questions about products and services, educate clients on value-added opportunities, and route complex inquiries to the right specialists. The role emphasizes timely, accurate service and strong relationship building.

In-office roles in New Jersey offer daily collaboration with teams, opportunities to grow within financial services, and a commitment to inclusive, supportive workplaces. Training and resources are provided.