Private Wealth Client Advocate

Bank of America; Miami (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America is seeking a Client Service Associate in Miami, FL, to provide client service support for multiple Financial Advisors. The role requires a strong client-centric approach, industry knowledge, and proficiency with investment products. The ideal candidate will possess FINRA SIE, Series 7, and 66 licenses, preferably being bilingual in Spanish. The opportunity invites 37.5 hours per week within a commitment to operational excellence and confidentiality.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66.
• Possesses advanced industry knowledge and an understanding of investment products.
• Is a highly motivated self-starter with a strong work ethic.
• Demonstrates a client-centric mindset.
• Has the ability to learn and adapt to new information and technology.

Responsibilities

• Provides excellent client service by educating clients on the bank's offerings.
• Ensures accuracy and completeness in client materials.
• Assists in ensuring practices align with the bank's policies.
• Deepens client relationships by promoting banking offerings.
• Supports day-to-day team activities and needs.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is seeking a Client Service Associate in Miami, FL, to provide client service support for multiple Financial Advisors. The role requires a strong client-centric approach, industry knowledge, and proficiency with investment products. The ideal candidate will possess FINRA SIE, Series 7, and 66 licenses, preferably being bilingual in Spanish. The opportunity invites 37.5 hours per week within a commitment to operational excellence and confidentiality.