Private Bank Associate - Client Experience & Coordination

Bank of America; Florida; Sur place; USD 48 000 - 60 000; Plein temps

Résumé du poste

Bank of America is seeking an Administrative Assistant to support the Private Bank Client Management Executive in Florida. The role includes handling client inquiries, account openings, asset transfers, and coordinating with specialists to deliver seamless service.

Ideal candidates have 1 year in financial services, strong organizational skills, and a background in business, finance, or economics. In-office engagement and cross-functional collaboration are expected.

Qualifications

• 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

Responsabilités

• 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 centres 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, organising meetings, and managing different and conflicting administrative objectives, projects or activities in a responsive and personable manner.

Connaissances

Account Management

Attention to Detail

Collaboration

Recording/Organising Information

Written Communications

Active Listening

Adaptability

Customer and Client Focus

Issue Management

Prioritisation

Critical Thinking

Customer Experience Improvement

Decision Making

Pipeline Management

Formation

High School Diploma

BS/BA in Business/Finance/Economics

Description du poste

Bank of America is seeking an Administrative Assistant to support the Private Bank Client Management Executive in Florida. The role includes handling client inquiries, account openings, asset transfers, and coordinating with specialists to deliver seamless service.

Ideal candidates have 1 year in financial services, strong organizational skills, and a background in business, finance, or economics. In-office engagement and cross-functional collaboration are expected.