Private Bank Admin & Client Services Associate

Bank of America; Miami (FL); On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America in Miami, FL is seeking a Private Bank Administrative Support Specialist to provide confidential admin support to the Client Management Executive, handling account openings, asset transfers, inquiries, and coordination with specialists. You will manage calendars, travel, expenses, meetings and contribute to delivering an integrated client experience while upholding risk and compliance.

Ideal candidates have at least 1 year in financial services, strong communication, and a high

Qualifications

• Minimum of 1 year of experience with a financial institution focusing on client service, sales and administrative experience.
• High net worth client service and sales experience desired
• BS/BA degree in Business, Finance or Economics desired

Responsibilities

• Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
• Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
• Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
• Supports management with administrative tasks, including but not limited to: calendar management, coordinating travel arrangements, processing expenses, organizing meetings, and managing different and conflicting administrative objectives, projects or activities in a responsive and personable manner.

Skills

Account Management

Attention to Detail

Collaboration

Written Communications

Active Listening

Adaptability

Customer Focus

Issue Management

Education

BS/BA degree in Business, Finance or Economics desired

Job description

Bank of America in Miami, FL is seeking a Private Bank Administrative Support Specialist to provide confidential admin support to the Client Management Executive, handling account openings, asset transfers, inquiries, and coordination with specialists. You will manage calendars, travel, expenses, meetings and contribute to delivering an integrated client experience while upholding risk and compliance.

Ideal candidates have at least 1 year in financial services, strong communication, and a high