Wealth Management Client Advisor

Bank of America; San Jose (CA); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and Wealth Management clients. This role focuses on delivering exceptional client service, coordinating with Financial Advisors, and enhancing client relationships within an enterprise framework.

Responsibilities include education on bank offerings, timely handling of client requests, and adherence to policies to protect clients and manage risk in a fast-paced environment.

Qualifications

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

Responsabilités

• 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.

Connaissances

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

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and Wealth Management clients. This role focuses on delivering exceptional client service, coordinating with Financial Advisors, and enhancing client relationships within an enterprise framework.

Responsibilities include education on bank offerings, timely handling of client requests, and adherence to policies to protect clients and manage risk in a fast-paced environment.