Wealth Management Client Success Associate

Bank of America; Stamford (CT); On-site; USD 34,440 - 60,614; Full time

Benefits offered by this job

Annual discretionary award based on performance

Industry-leading benefits

Access to paid time off

Job summary

Bank of America is hiring for a client service support role in Stamford, CT. This position involves providing exceptional service to clients, assisting Financial Advisors with their needs, and maintaining compliance with bank policies.

The ideal candidate will have a high school diploma, be detail-oriented, and possess strong communication skills. This role offers competitive pay ranging from $25.00 to $44.00 per hour, plus annual discretionary incentives and comprehensive benefits.

Qualifications

• Strong work ethic with a focus on results.
• Client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new technology platforms.

Responsibilities

• Provide excellent client service through education on banking offerings.
• Ensure timeliness and accuracy in client materials.
• Identify and maintain client relationships, communicating outcomes to the FA.
• Support team activities and needs in the client-first mindset.

Skills

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

Education

High School Diploma / GED / Secondary School

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is hiring for a client service support role in Stamford, CT. This position involves providing exceptional service to clients, assisting Financial Advisors with their needs, and maintaining compliance with bank policies.

The ideal candidate will have a high school diploma, be detail-oriented, and possess strong communication skills. This role offers competitive pay ranging from $25.00 to $44.00 per hour, plus annual discretionary incentives and comprehensive benefits.