Full-Time

Private Wealth Client Associate

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Entry, Junior

Pittsburgh, PA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Salesforce
Data Analysis

You match the following Bank of America's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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
  • High School Diploma / GED / Secondary School or equivalent
Responsibilities
  • 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
  • Maintains and enhances relationships with existing clients
  • Promotes client retention and satisfaction through frequent proactive client contact and engagement
  • Performs routine and complex account-related activities
  • Provides day to day resolution of client service requests and the execution of complex and/or escalated requests
  • Reviews, resolves and or escalates client service related issues
  • Identify and manage the client onboarding operational process
  • Schedule and prepare materials for client meetings
  • Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service
  • Leverage financial data to identify possible solutions to meet client needs and goals
  • Document client interactions and provide team with time sensitive updates
  • Monitor and report on client satisfaction and manage the resolution of client escalations
  • Engage specialists and partners to address client needs and deliver solutions
  • Assist the planning process through execution of extensive data gathering, analyzing, and data input with the end goal of creating a robust financial plan for Financial Advisor(s) and Advisor Team(s) to share with clients.

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company has a significant presence in the U.S., serving around 56 million consumer and small business accounts. It is recognized as a leading wealth management firm and excels in corporate and investment banking as well as trading. What sets Bank of America apart from its competitors is its extensive network and comprehensive suite of services that cater to various customer needs. The company's goal is to help clients achieve their financial objectives through tailored solutions and expert guidance.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Focus on digital banking enhances customer experience and operational efficiency.
  • Expansion in wealth management aligns with global trends in personalized services.
  • Partnerships in blockchain solutions offer faster, secure transactions.

What critics are saying

  • Increased competition in credit facilities may impact market share.
  • Large corporations raising capital through share sales could affect liquidity management.
  • Syndicated loan platforms may disrupt traditional lending models.

What makes Bank of America unique

  • Bank of America is a leader in corporate and investment banking globally.
  • The bank is a key player in sustainable finance and green bonds.
  • It heavily invests in AI for risk management and fraud detection.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget