Wealth Management Client Associate: Client Services

Bank of America; Yardley (Bucks County); Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and serve as the primary point of contact for clients. You will help deliver tailored wealth management guidance, coordinate requests, and ensure accurate, timely service.

You will collaborate with advisors to deepen client relationships, advocate for client interests, and uphold risk controls in a fast-paced, in-office setting.

Formación

• Enthusiastic, highly motivated self-starter with strong work ethic.

Responsabilidades

• 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

Conocimientos

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Educación

High School Diploma / GED

Herramientas

Salesforce

Microsoft Word

Excel

PowerPoint

Descripción del empleo

Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and serve as the primary point of contact for clients. You will help deliver tailored wealth management guidance, coordinate requests, and ensure accurate, timely service.

You will collaborate with advisors to deepen client relationships, advocate for client interests, and uphold risk controls in a fast-paced, in-office setting.