Private Bank Associate – Investments

Bank of America • Seattle, WA

1d • Onsite

About The Position

At Bank of America, the common purpose is to help make financial lives better through Responsible Growth and by delivering for clients, teammates, communities, and shareholders. The company is committed to being an inclusive workplace, attracting and developing talent, supporting wellness, recognizing performance, and making an impact. Bank of America maintains an in-office culture with specific attendance requirements, allowing for flexibility based on role-specific considerations. This specific role is responsible for supporting all client needs, including discussions and activities. Key responsibilities involve monitoring and executing tasks to fulfill the client service plan and address day-to-day inquiries. This includes managing client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience.

Requirements

• Minimum of 1 year of experience with a financial institution focusing on client service and sales
• Account Management
• Attention to Detail
• Collaboration
• Recording/Organizing Information
• Written Communications
• Active Listening
• Adaptability
• Customer and Client Focus
• Issue Management
• Prioritization
• Critical Thinking
• Customer Experience Improvement
• Decision Making
• Pipeline Management
• High School Diploma / GED / Secondary School or equivalent

Nice To Haves

• High net worth client service and sales experience desired
• BS/BA degree in Business, Finance or Economics desired

Responsibilities

• Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
• Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
• Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
• Responsible for providing administrative and analytical support to Portfolio Manager(s)
• Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support to our employees
• Annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED