Private Wealth Client Associate
📋 Role Overview & Responsibilities
Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, 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 FASupports 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
Skills
Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten Communications
Minimum Education Requirement
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Shift
1st shift (United States of America)
Hours Per Week
- 5
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This position is located in Miami, FL with potential relocation and sponsorship assistance depending on candidate qualifications.
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