Wealth Management Client Associate - Service & Solutions

Bank of America; Virginia Beach (VA); On-site; USD 36,506 - 61,992; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Annual discretionary awards

Job summary

Bank of America in Virginia Beach is seeking a Client Service Representative to support Financial Advisors. The role focuses on delivering exceptional client service, ensuring client outreach is comprehensive and aligned with the bank's services. You will act as a primary contact for clients, enhancing their banking experience.

Candidates should possess strong communication skills and a background in finance. The role features a competitive pay range of $26.50 - $45.00 per hour, commensurate with experience and qualifications.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66.
• Possesses advanced industry knowledge and understanding of investment products.
• Demonstrates a client-centric mindset, acting in the best interest of the client.

Responsibilities

• Provides excellent Client Service and educates clients on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials.
• Identifies, deepens, and maintains client relationships.

Skills

Account Management

Client Management

Oral Communications

Business Development

Customer and Client Focus

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America in Virginia Beach is seeking a Client Service Representative to support Financial Advisors. The role focuses on delivering exceptional client service, ensuring client outreach is comprehensive and aligned with the bank's services. You will act as a primary contact for clients, enhancing their banking experience.

Candidates should possess strong communication skills and a background in finance. The role features a competitive pay range of $26.50 - $45.00 per hour, commensurate with experience and qualifications.