Private Banking Senior Associate - Client Growth & Service

Bank of America; Boston (MA); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America in Boston, MA is seeking a Private Bank Client Associate to support complex client needs with guidance. The role centers on banking, credit, and investment requests, delivering integrated service through collaboration with trust, family office, investments, and custody teams.

You will assist with onboarding, referrals, and ongoing relationship management. Responsibilities include deepening client relationships, managing risk, and coordinating with specialists to ensure timely,

Qualifications

• Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales.
• BS/BA degree in Business, Finance or Economics desired.

Responsibilities

• Manages 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 large and/or complex client needs and expectations across all products
• Coordinates 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
• Identifies client opportunities primarily related to banking through client interactions and proactively reviewing the book of business for potential relationship deepening opportunities, while engaging partners as needed
• 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
• Develops and maintains relationships with clients, while focusing on the long-term retention and growth of their client’s portfolios
• Seeks opportunities to improves various processes, procedures, and technology to enhance the client experience and increase efficiency

Skills

Account Management

Attention to Detail

Customer Focus

Prioritization

Written Communications

Issue Management

Active Listening

Adaptability

Critical Thinking

Decision Making

Pipeline Management

Referral Identification

Recording/Organizing Information

Customer Experience Improvement

Collaboration

Education

BS/BA in Business, Finance or Economics

High School Diploma / GED

Job description

Bank of America in Boston, MA is seeking a Private Bank Client Associate to support complex client needs with guidance. The role centers on banking, credit, and investment requests, delivering integrated service through collaboration with trust, family office, investments, and custody teams.

You will assist with onboarding, referrals, and ongoing relationship management. Responsibilities include deepening client relationships, managing risk, and coordinating with specialists to ensure timely,