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Wealth Management Client Associate
2 months ago
About the Role
This position is responsible for providing exceptional client service support to Financial Advisors, ensuring timely and accurate delivery of services to clients. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor's business.
Key Responsibilities:
- Provide excellent client service through education on Bank of America's services and offerings
- Ensure timeliness, accuracy, and completeness in client materials and follow up on client and Financial Advisor requests
- Assist in ensuring practices align with Bank of America's policies and procedures to support operational excellence and protect clients
- Identify, deepen, and maintain client relationships through emphasizing Bank of America's offerings and promoting banking incorporation into day-to-day practices
- Support day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases
Requirements:
- High School Diploma / GED / Secondary School or equivalent
- 1st shift (United States of America)
- 19.5 hours per week
What We Offer:
As a Client Service Specialist at Bank of America, you will have the opportunity to work in a dynamic and supportive environment, developing your skills and expertise in client service and relationship management.
