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 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
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
Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent
Shift :
1st shift (United States of America)
Hours Per Week : 37.5
37.5
Client Relationship Specialist - Wealth Management
We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Headquartered in Chicago, with...
Wealth Management Client Associate
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. This job is responsible for providin...
J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date i...
J.P. Morgan Wealth Management - Private Client Advisor - Northwest Illinois
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
J.P. Morgan Wealth Management - Private Client Advisor - Lakeshore North
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. This will be done with a consistent ...
J.P. Morgan Wealth Management - Private Client Advisor - Lake Zurich, IL
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
J.P. Morgan Wealth Management - Private Client Advisor - Chicago Northwest
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. This will be done with a consistent ...
J.P. Morgan Wealth Management - Private Client Advisor - Winnetka, IL
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
Asset & Wealth Management - Tax Senior Associate
Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international...
Wealth Management Associate - IL, Deerfield (2348)
That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to your community. Control how you build your business and the clientele you serve. Women managed wealth is growing. ...