Wealth Management Client Associate job opportunity at Bank Of America.

Home Jobs In United States Of America Tag: Job Wealth Management Client Associate position at Bank Of America


DatePosted 19 Days Ago bot
Bank Of America Wealth Management Client Associate
Experience: General
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeAssociate
loacation Birmingham, United States Of America
loacation Birmingham....United States Of America

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: ·        Provides excellent Client Service to the bank's clients through educating them on all 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 Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66 Industry knowledge and understanding of investment products Enjoys a fast-paced environment with changing and evolving responsibilities Detail oriented Invested in personal development Consistently pursues client experience excellence Works quickly to fulfill client needs, delivering complex solutions Frequent communication and an abundance of discretion with sensitive information Microsoft Word, Excel and PowerPoint experience with Salesforce a plus Professional verbal and written communication Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: ·        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 For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week:  37.5

Other Ai Matches

Sr. Relationship Manager (Global Commercial Banking/Middle Market) - Little Rock, AR Applicants are expected to have a solid experience in handling AR related tasks
Investment Management Specialist Applicants are expected to have a solid experience in handling Job related tasks
Senior Banker Applicants are expected to have a solid experience in handling Job related tasks
Relationship Banker - Henderson Applicants are expected to have a solid experience in handling Job related tasks
Relationship Banker Applicants are expected to have a solid experience in handling Job related tasks
Relationship Banker-Downtown Beaches Market- Bilingual English and Spanish Required Applicants are expected to have a solid experience in handling Job related tasks
Principal Engineer - GenAI Platform Applicants are expected to have a solid experience in handling Job related tasks
Sr. Relationship Manager - Global Commercial Banking – Healthcare, Education, Not-for-Profit Group (Cleveland, Columbus, Cincinnati, Pittsburgh, Indianapolis, Detroit) Applicants are expected to have a solid experience in handling Education, Not-for-Profit Group (Cleveland, Columbus, Cincinnati, Pittsburgh, Indianapolis, Detroit) related tasks
Relationship Banker - Arlington Market Applicants are expected to have a solid experience in handling Job related tasks
Relationship Banker - Pinellas Bradenton Market Applicants are expected to have a solid experience in handling Job related tasks
Relationship Banker - Ontario Market - Bilingual Spanish Required Applicants are expected to have a solid experience in handling Job related tasks
Senior Banker - Pittsburgh Area - Collier Township, Ross Town Center, Monroeville, Terry Laughlin, Cranberry Township Applicants are expected to have a solid experience in handling Ross Town Center, Monroeville, Terry Laughlin, Cranberry Township related tasks
Relationship Banker - Charleston Market - Charleston, SC Area Applicants are expected to have a solid experience in handling SC Area related tasks
Relationship Banker - Nassau North Market Applicants are expected to have a solid experience in handling Job related tasks
Financial Solutions Advisor- Valley Crest Market Applicants are expected to have a solid experience in handling Job related tasks
Relationship Banker - Sharon Financial Center Applicants are expected to have a solid experience in handling Job related tasks
Relationship Banker - Downtown Beaches Market - Bilingual English and Spanish Language Required Applicants are expected to have a solid experience in handling Job related tasks
Software Engineer III-Gen AI Inferencing Applicants are expected to have a solid experience in handling Job related tasks
Relationship Banker - South Braintree Financial Center Applicants are expected to have a solid experience in handling Job related tasks
Relationship Banker - Atlanta Northwest Market Applicants are expected to have a solid experience in handling Job related tasks
Business Governance Manager - Client Contract Management Applicants are expected to have a solid experience in handling Job related tasks
Senior Relationship Manager Business Banking- New York City, New York Applicants are expected to have a solid experience in handling New York related tasks
Relationship Banker - Hollywood area Applicants are expected to have a solid experience in handling Job related tasks