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Wealth Management Seasonal Client Associate

2 months ago

Hales, Norfolk, United Kingdom Bank of America Full time

About the Role

This position is responsible for providing exceptional client service support to Financial Advisors and their clients. Key responsibilities include supporting enterprise strategic objectives, operational excellence, and client advocacy within the FA's business, while customizing solutions based on their specific needs.

Key Responsibilities:

  • Provide excellent client service through educating clients on Bank of America's service and banking offerings.
  • Ensure timeliness, accuracy, and completeness in client materials and support other Client Associates with following up on client and FA requests.
  • Assist in ensuring practices align with Bank of America's policies and procedures to support operational excellence, protect clients, and manage risk.
  • Support the identification, deepening, and maintenance of client relationships through emphasizing Bank of America's offerings and promoting incorporation of banking into day-to-day practices.
  • Support 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.

Requirements:

  • High School Diploma / GED / Secondary School or equivalent.

Work Schedule:

1st shift (United States of America)

Hours Per Week:

37.5