Registered Wealth Management Client Associate - North Bethesda, United States - Bank of America

Bank of America North Bethesda, United States

2 weeks ago

Full time

Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

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 client service support to a veteran team , which includes 3 Senior Financial Advisors

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 mindsetSkills:

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 CommunicationsKey Qualifications for the role:

Candidates are required to currently hold Series 7 & 66 or 63/65

2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Shift:1st shift (United States of America)
Hours Per Week: 37.5

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