Wealth Management Client Associate: Client Services Pro

Bank of America

Town of Portage (NY)

On-site

USD 55,000 - 75,000

Full time

8 days ago

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Job summary

Bank of America’s Merrill Wealth Management team is seeking a client service professional to support multiple Financial Advisors. You will help deliver personalized service to clients, educate them on banking and investment offerings, and assist with materials and requests with accuracy and timeliness.

This role emphasizes a client-first mindset, strong communication skills, and the ability to adapt to new technology platforms.

Qualifications

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 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.