Wealth Management Client Associate

Bank of America; Charlotte (NC); Vor Ort; USD 42.000 - 66.000; Vollzeit

Zusammenfassung

Bank of America, through Merrill Wealth Management, seeks a Client Services Associate to support Financial Advisors and clients with service delivery, documentation, and risk controls.

The role emphasizes client-first service, collaboration with FA teams, and adherence to policies; requires at least one year in banking/financial services and proficiency in Word/Excel; bachelor’s degree preferred.

Qualifikationen

• Minimum education: high school diploma or equivalent.
• Bachelor’s degree in a related field is preferred for the role.

Aufgaben

• 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

Kenntnisse

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline Management

Prioritization

Time Management

Organized

Detail Oriented

Multi-tasking

Ausbildung

High School Diploma / GED

Bachelor’s Degree in related field

Jobbeschreibung

Bank of America, through Merrill Wealth Management, seeks a Client Services Associate to support Financial Advisors and clients with service delivery, documentation, and risk controls.

The role emphasizes client-first service, collaboration with FA teams, and adherence to policies; requires at least one year in banking/financial services and proficiency in Word/Excel; bachelor’s degree preferred.