Trust Associate Senior
3 weeks ago
Job Summary:
We are seeking a skilled Trust Senior Associate to join our team at Bank of America. This role is responsible for providing exceptional client service and support to our high net worth clients.
Key Responsibilities:
- Support Trust Officers in meeting client needs and expectations.
- Initiate and monitor client onboarding, including account opening and asset transfer.
- Handle client inquiries related to the onboarding process and provide proactive solutions.
- Perform complex administrative tasks, including transaction processing and management.
- Coordinate with Client Teams to deliver an integrated service to clients.
Qualifications:
- Minimum of 4-5 years of experience in financial services, focusing on high net worth client service and sales.
- Ability to successfully complete assessment of critical skills.
- BS/BA degree in Business, Finance, Economics, or Law desired.
Skills:
- Active listening and adaptability.
- Emotional intelligence and prioritization.
- Collaboration and critical thinking.
- Oral and written communication skills.
Preferred Qualifications:
- Ability to obtain and maintain SAFE Act registration.
About Bank of America:
Bank of America is committed to being a great place to work, where employees feel valued and inspired to contribute their best work. We strive to foster a culture of inclusion, diversity, and respect, where everyone has the opportunity to thrive.
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