Private Banking Associate: Elite Client Service

Bank of America; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Miami seeks a client service professional in Private Bank to support client needs, initiate account actions, and coordinate with specialists to deliver an integrated service experience.

The role requires a minimum of 1 year in a financial institution focusing on client service and sales; a BS/BA is preferred. Strong attention to detail, account management, and relationship building are essential for success.

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

Skills

Account Management

Attention to Detail

Customer Focus

Issue Management

Critical Thinking

Customer Experience Improvement

Decision Making

Education

BS/BA degree in Business, Finance or Economics

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Miami seeks a client service professional in Private Bank to support client needs, initiate account actions, and coordinate with specialists to deliver an integrated service experience.

The role requires a minimum of 1 year in a financial institution focusing on client service and sales; a BS/BA is preferred. Strong attention to detail, account management, and relationship building are essential for success.