Private Bank Associate: Client Services & Trust Support

Bank of America; New York (NY); On-site; USD 39,000 - 55,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary bonus eligibility

Job summary

Bank of America in New York, NY, is seeking a Private Bank Client Service professional to support client inquiries and coordinate with specialists across trust, investments and custody. This role focuses on delivering an integrated service experience while managing fiduciary relationships and maintaining accounts.

The position requires at least 1 year in financial services, with high net worth client service experience preferred and a BS/BA in Business, Finance or Economics recommended.

Qualifications

• Minimum of 1 year of experience with a financial institution focusing on client service and sales.
• 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
• Works with Trust Officer(s), responsible for managing a book of fiduciary/trust relationships, to meet client needs and expectations
• Performs servicing and account maintenance activities, which are primarily trust/fiduciary‑related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.

Skills

Account Management

Attention to Detail

Collaboration

Recording/Organizing Information

Written Communications

Active Listening

Adaptability

Customer and Client Focus

Issue Management

Prioritization

Critical Thinking

Customer Experience Improvement

Decision Making

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in New York, NY, is seeking a Private Bank Client Service professional to support client inquiries and coordinate with specialists across trust, investments and custody. This role focuses on delivering an integrated service experience while managing fiduciary relationships and maintaining accounts.

The position requires at least 1 year in financial services, with high net worth client service experience preferred and a BS/BA in Business, Finance or Economics recommended.