Wealth Client Services Associate - Client-Focused Player

Bank of America; Jacksonville (FL); On-site; USD 44,000 - 60,000; Full time

Job summary

Merrill Wealth Management, a unit of Bank of America, seeks a dedicated client services professional to support Financial Advisors and their clients. The role focuses on delivering exceptional service, addressing client needs, and advocating for enterprise objectives within the FA's business.

Responsibilities include timely client materials handling, risk-aware practices, and strengthening client relationships through thorough communication with the FA.

Qualifications

• Minimum of one year of experience working in a client servicing operations capacity or in the banking/ financial industry.
• Proficient in Microsoft Word and Excel

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

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

Time Management

Organized

Detail Oriented

Multi-tasking

Education

High School Diploma

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Job description

Merrill Wealth Management, a unit of Bank of America, seeks a dedicated client services professional to support Financial Advisors and their clients. The role focuses on delivering exceptional service, addressing client needs, and advocating for enterprise objectives within the FA's business.

Responsibilities include timely client materials handling, risk-aware practices, and strengthening client relationships through thorough communication with the FA.