Wealth Management Seasonal Client Associate -Phoenix Market

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 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

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, and/or 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