Private Banking Client Experience Associate

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

Benefits offered by this job

Benefits eligible

Annual discretionary plan

Job summary

Bank of America in New Haven, CT is seeking a Private Bank Client Service Associate to support client needs across banking, credit, and investment products. You will coordinate with specialists to deliver an integrated service experience and resolve issues promptly.

The role requires a minimum of 1 year in financial services, strong client service experience, and a business/economics background. In-office role with 40 hours weekly offers competitive benefits.

Qualifications

• Minimum 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

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 Haven, CT is seeking a Private Bank Client Service Associate to support client needs across banking, credit, and investment products. You will coordinate with specialists to deliver an integrated service experience and resolve issues promptly.

The role requires a minimum of 1 year in financial services, strong client service experience, and a business/economics background. In-office role with 40 hours weekly offers competitive benefits.