Wealth Management Client Advisor

Bank of America; Chicago (IL); On-site; USD 34,440 - 60,614; Full time

Benefits offered by this job

Access to paid time off

Industry-leading benefits

Discretionary bonus eligibility

Job summary

Bank of America seeks a Client Service Support role in Chicago, IL to assist Financial Advisors by providing excellent client service and customized solutions. The ideal candidate will have a Bachelor's degree, an enthusiastic mindset, and strong skills in client and account management.

This position offers a pay range of $25.00 to $44.00 per hour and requires a commitment to client advocacy and operational excellence.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on offerings.
• Ensures timeliness, accuracy, and completeness in client materials.
• Identifies and deepens client relationships through promoting the bank's services.

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

Bachelor's Degree or equivalent work experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America seeks a Client Service Support role in Chicago, IL to assist Financial Advisors by providing excellent client service and customized solutions. The ideal candidate will have a Bachelor's degree, an enthusiastic mindset, and strong skills in client and account management.

This position offers a pay range of $25.00 to $44.00 per hour and requires a commitment to client advocacy and operational excellence.