Wealth Management Client Services Associate

Bank of America; Reston (VA); In loco; USD 52.000 - 91.000; Tempo pieno

Descrizione del lavoro

Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors, delivering personalized service and cross-team collaboration in an in-office culture. You will handle client materials, deepen relationships, and coordinate with FA teams while maintaining risk controls and adherence to policies; FINRA SIE/Series qualifications encouraged.

Join a collaborative environment that values client outcomes and career growth, with 37.5-hour weeks and

Competenze

• High School Diploma or equivalent required.
• Strong client-centric mindset focused on the client's best interests.
• Ability to learn and adapt to new information and technology platforms.
• Excellent written and verbal communication skills.

Mansioni

• Provides excellent Client Service to clients through education on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support risk management.
• Identifies and deepens client relationships while promoting banking solutions.
• Supports day-to-day team activities and coverage with a client-first mindset.

Conoscenze

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

Formazione

High School Diploma / GED / Secondary School or equivalent

Strumenti

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Descrizione del lavoro

Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors, delivering personalized service and cross-team collaboration in an in-office culture. You will handle client materials, deepen relationships, and coordinate with FA teams while maintaining risk controls and adherence to policies; FINRA SIE/Series qualifications encouraged.

Join a collaborative environment that values client outcomes and career growth, with 37.5-hour weeks and