Private Bank Associate - Administrative

Bank of America • Palm Beach, FL

1d • Onsite

About The Position

At Bank of America, the Private Bank Associate supports client needs and provides diverse, confidential administrative support to the Client Management Executive. The role monitors and executes tasks required to fulfill client service plans, responds to day-to-day client inquiries, and supports management and the team with administrative duties.

The associate manages client service activities such as initiating and monitoring account openings and asset transfers, handling inquiries, and coordinating with specialists and service centers to provide an integrated client experience. The role also manages administrative objectives, projects, and activities in a responsive and personable manner in support of leadership.

Requirements

• At least 1 year of experience with a financial institution focused on client service, sales, and administrative work.
• High school diploma, GED, secondary school, or equivalent.
• Skills in account management, attention to detail, collaboration, recording and organizing information, written communications, active listening, adaptability, customer and client focus, issue management, prioritization, critical thinking, customer experience improvement, decision-making, and pipeline management.

Nice To Haves

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

Responsibilities

• Support and facilitate personal and non-personal client requests related to banking, credit, and investment products, meeting Private Bank client experience standards and client needs across products.
• Coordinate with team members, specialists—including trust, family office, investments, and custody officers—and centralized service centers to provide integrated service and resolve client issues effectively and promptly.
• Follow the Private Bank and Enterprise risk framework and comply with regulatory and legal requirements while assisting with client management and servicing accounts and portfolios.
• Provide administrative support, including calendar management, travel coordination, expense processing, meeting organization, and management of competing administrative objectives, projects, and activities.
• Monitor and execute tasks required to fulfill client service plans and respond to day-to-day client inquiries.
• Initiate and monitor account openings and asset transfers and coordinate with specialists and service centers.

What This Job Offers

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