Wealth Management Client Associate

Bank of America-posted about 1 year ago
Full-time
Camp Hill, PA
Credit Intermediation and Related Activities
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The Wealth Management Client Associate at Bank of America is responsible for providing exceptional client service support to Financial Advisors (FAs) and their clients. This role focuses on enhancing client relationships, ensuring operational excellence, and aligning with the bank's strategic objectives. The associate serves as a primary point of contact for clients, addressing their service needs and customizing solutions to meet specific requirements.

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports 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
  • High School Diploma / GED / Secondary School or equivalent
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications
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