Wealth Management Seasonal Client Associate - Phoenix Market

Back to search results

Wealth Management Seasonal Client Associate - Phoenix Market Phoenix Arizona

Additional locations

Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge

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. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent supporting our teammates physical emotional and financial wellness recognizing and rewarding performance and how we make an impact in the communities we serve.

Bank of America 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 Bank of America you can build a successful career with opportunities to learn grow and make an impact. 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 FAs 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 banks 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 banks policies and procedures to support operational excellence protect the banks clients and manage risk

Supports the Identification deepening and maintenance of client relationships through emphasizing the banks offerings and promoting incorporation of banking into day-to-day practices while communicating outputs to the FASupports 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 an intense focus on results

Demonstrates a client-centric mindset always acting in the best interest of the client

Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications Currently holds or is pursuing FINRA Securities Industry Essentials SIE Series 7 andor Series 66 63 and 65 accepted in lieu of 66

Possesses industry knowledge and an understanding of investment products

Has experience working with clients quickly fulfilling their needs delivering complex solutions and providing an excellent client experience

Is comfortable operating in a fast-paced environment with changing and evolving responsibilities

Is detail oriented

Demonstrates a commitment to continuous learning and professional growth

Exhibits sound judgment and discretion when handling sensitive information

Strong computer application skills including proficiency with Microsoft Word Excel PowerPoint and Salesforce

Demonstrates professional verbal and written communication skills

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

Shift1st shift United States of America

Hours Per Week 37.5 Learn more about this role

Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge

Full time JR-26005105 Manages People No Travel No Age requirement Must at least be 18 years of age.

Share Save job Job saved