Jobs
>
Scottsdale

    Wealth Management Seasonal Client Associate - Scottsdale, United States - Bank of America

    Bank of America
    Bank of America Scottsdale, United States

    3 weeks ago

    Bank of America background
    OTHER
    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, 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 with Merrill to address all service needs of their clients.

    Responsibilities:
    • Provides excellent Client Service to the bank's clients through educating them on all of our service and banking offerings
    • Ensures timeliness, accuracy, and completeness in client materials and supports the other Client Associates with following 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
    • Supports the Identification, deepening, and maintenance of 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


    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


    Shift:
    1st shift (United States of America)

    Hours Per Week:
    19.5
  • TSG WEALTH MANAGEMENT

    Client Associate

    2 weeks ago

    TSG WEALTH MANAGEMENT Scottsdale, United States

    TSG Wealth Management is expanding and we are always looking for quality Client Associates to ensure we maintain our clients' first approach to service. We foster a fun and inclusive environment that is focused on delivering for our clients while creating a positive and enjoyable ...

  • TSG WEALTH MANAGEMENT

    Client Associate

    2 weeks ago

    TSG WEALTH MANAGEMENT Scottsdale, United States

    Job Description · Job DescriptionTSG Wealth Management is expanding and we are always looking for quality Client Associates to ensure we maintain our clients' first approach to service. We foster a fun and inclusive environment that is focused on delivering for our clients while ...

  • Wells Fargo

    Registered Client Associate

    2 weeks ago

    Wells Fargo Scottsdale, United States

    Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rela Client Associate, Registered, ...

  • Liveops

    Client Results Associate

    2 weeks ago

    Liveops Scottsdale, United States

    Are you passionate about providing top-notch support? Liveops is seeking a dedicated individual to be the cornerstone of our agent community's success. As a Client Results Associate, you will be the heartbeat of our operations, offering the first lin Associate, Customer Experienc ...

  • Randstad North America, Inc.

    Client Relationship Associate

    3 weeks ago

    Randstad North America, Inc. Scottsdale, United States

    Start date 6/10 Training hours: Monday through Friday 8:30 am-5:00 pm Post training hours: Monday through Friday 9:30 am-6:00 pm Location: Hybrid, remote Monday/ Friday, on site Tuesday/ Wednesday/ Thursday Vanguard is one of the world's largest inve Relationship Associate, Clien ...

  • Randstad US

    client relationship associate

    3 weeks ago

    Randstad US scottsdale, United States

    client relationship associate. · + scottsdale , arizona · + posted april 18, 2024 · **job details** · summary · + $20 - $23 per hour · + temporary · + high school · + category office and administrative support occupations · + referenceAB_4517572 · job details · Working as a Rands ...

  • Randstad

    client relationship associate

    1 week ago

    Randstad Scottsdale, United States

    client relationship associate. · scottsdale , arizona · posted 4 days ago · job details · summary · $20 - $23 per hour · temp to perm · high school · category office and administrative support occupations · referenceAB_ · job details · We are seeking a dedicated and detail ...

  • WELLS FARGO BANK

    Registered Client Associate

    2 weeks ago

    WELLS FARGO BANK Scottsdale, United States Full time

    About this role: · Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at . · In this role you will:Assist Financial Advisor(s) with sales, service and o ...

  • Randstad US

    client relationship associate

    2 weeks ago

    Randstad US scottsdale, United States

    client relationship associate. · + scottsdale , arizona · + posted april 22, 2024 · **job details** · summary · + $20 - $20.01 per hour · + temp to perm · + bachelor degree · + category business and financial operations occupations · + referenceAB_4519900 · job details · + Start ...

  • LiveOps

    Client Results Associate

    2 weeks ago

    LiveOps Scottsdale, United States

    Are you passionate about providing top-notch support? Liveops is seeking a dedicated individual to be the cornerstone of our agent community's success. As a Client Results Associate, you will be the heartbeat of our operations, offering the first line of support to our independen ...

  • Randstad

    Client Relationship Associate

    2 weeks ago

    Randstad Scottsdale, United States

    Job Description · Job DescriptionWe are seeking a dedicated and detail-oriented Client Relationship Associate to join our team. This role involves a comprehensive training program, lasting between 17-24 weeks, which includes both in-person and virtual components. Upon successful ...

  • Randstad

    client relationship associate

    2 weeks ago

    Randstad Scottsdale, United States

    Randstad - JobID: client-relationship-associate_scottsdale [Customer Service / Sales Clerk / Office] Immediate Openings for Client Relation positions. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randsta ...

  • Randstad USA

    Client Relationship Associate/Education Savings

    3 weeks ago

    Randstad USA Scottsdale, United States

    Client Relationship Associate/Education Savings · Pay Rate: $20/hr. and after two months' pay rate will increase to $23 · 4-week training provided by the client's Retail Services Support Team · Hours during training - 8:30 a.m.-5:00 p.m., Monday through Friday. Hybrid, Monday/Fri ...

  • Brighton Jones LLC

    Client Service Operations Associate

    4 weeks ago

    Brighton Jones LLC Scottsdale, United States

    Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?Join us at Brighton Jones; our purpose is to make the world a better place through our clients ...

  • Randstad North America, Inc.

    Client Relationship Associate

    4 weeks ago

    Randstad North America, Inc. Scottsdale, United States

    · - Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues. · - Follows standardized processes to complete monetary and administrative transactions. Relationship Associate, Client Re ...

  • Randstad North America, Inc.

    Client Relationship Associate

    1 week ago

    Randstad North America, Inc. Scottsdale, United States

    D[ "Key Responsibilities: · . Develop and maintain relationships with clients, providing exceptional service and support. · . Respond to client inquiries via phone, email, and other communication channels in a timely and professional manner. · Relationship Associate, Client Relat ...

  • Randstad

    client relationship associate

    1 week ago

    Randstad Scottsdale, United States

    client relationship associate. · scottsdale , arizona · posted 3 days ago · job details · summary · $20 - $23 per hour · temp to perm · high school · category office and administrative support occupations · referenceAB_ · job details · We are seeking a dedicated and detail ...

  • Randstad

    client relationship associate

    1 week ago

    Randstad Scottsdale, United States

    client relationship associate. · scottsdale , arizona · posted 5 days ago · job details · summary · $20 - $23 per hour · temp to perm · high school · category office and administrative support occupations · referenceAB_ · job details · We are seeking a dedicated and detail ...

  • Randstad USA

    Client Relationship Associate

    2 weeks ago

    Randstad USA Scottsdale, United States TEMPORARY, Full time

    We are seeking a dedicated and detail-oriented Client Relationship Associate to join our team. This role involves a comprehensive training program, lasting between 17-24 weeks, which includes both in-person and virtual components. Upon successful completion of the training, there ...

  • Randstad

    Client relationship associate

    4 weeks ago

    Randstad Scottsdale, United States TEMPORARY, Full time

    Working as a Randstad Associate answering and assisting investors with questions, monetary transactions, financial products and services. You'll be much more than a customer service professional. You'll be a technical subject matter expert (paid training provided). You will be us ...