Private Banking Associate - Client & Wealth Services

Bank of America; San Diego (CA); On-site; USD 39,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in San Diego is hiring for a Private Bank client service role focused on handling client inquiries and coordinating with specialists to deliver an integrated service experience.

The position emphasizes adherence to risk controls, fiduciary relationship servicing, and maintaining accurate account activity. Requires 1 year in financial services and a HS diploma, with a BS/BA preferred.

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

• Support client service requests related to banking, credit, and investment products.
• Coordinate with specialists and service centers to deliver an integrated service experience.
• Adhere to risk framework and assist with client management and servicing of accounts.

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

BS/BA in Business, Finance or Economics

Job description

Bank of America in San Diego is hiring for a Private Bank client service role focused on handling client inquiries and coordinating with specialists to deliver an integrated service experience.

The position emphasizes adherence to risk controls, fiduciary relationship servicing, and maintaining accurate account activity. Requires 1 year in financial services and a HS diploma, with a BS/BA preferred.