Wealth Management Client Associate: Growth & Client Care

Bank of America; Nebraska; Presencial; USD 42.000 - 65.000; Jornada completa

Descripción de la vacante

Bank of America’s Merrill Wealth Management unit seeks a client service professional to support multiple Financial Advisors, handling service requests, educating clients on offerings, and ensuring accurate materials. The role emphasizes collaboration with the FA team, risk awareness, and a client-first mindset.

The position requires strong communication skills, adaptability to new platforms, and a commitment to exceptional client experiences in a fast-paced environment.

Formación

• Demonstrates a client-centric mindset.
• Is a self-starter with strong work ethic and results focus.
• Able to learn and adapt to new information and technology platforms.

Responsabilidades

• Provides excellent client service to the bank's clients by educating them on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence and risk management by aligning with bank policies.
• Identifies and deepens client relationships by highlighting banking solutions to FAs.
• Supports day-to-day team activities and covers roles during absences or seasonal needs.

Conocimientos

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

Educación

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Bank of America’s Merrill Wealth Management unit seeks a client service professional to support multiple Financial Advisors, handling service requests, educating clients on offerings, and ensuring accurate materials. The role emphasizes collaboration with the FA team, risk awareness, and a client-first mindset.

The position requires strong communication skills, adaptability to new platforms, and a commitment to exceptional client experiences in a fast-paced environment.