Wealth Management Specialist - Npd jobs at Bank Of America in United States, Chicago
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Chicago
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BOA
Bank Of America Wealth Management Specialist - NPD United States, Illinois, Chicago
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
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...
Addresses issues in production proactively and handles complex client escalations. Prioritizes and organizes work to increase effectiveness, efficiency, and productivity. Monitors and reviews documentation requirements. Resolves peer or customer escalations...
3+ years of professional experience, preferably in a technical/development environment. Strong attention to detail and advanced analytical skills. Excellent communication and presentation skills. Excellent organizational skills and be able to...
Bachelor's degree, or equivalent work experience. Eight or more years of experience interacting with High and Ultra High Net Worth clients. Requires established network with strong relationship management, networking, and...
Addresses issues in production proactively and handles complex client escalations. Prioritizes and organizes work to increase effectiveness, efficiency, and productivity. Monitors and reviews documentation requirements. Resolves peer or customer escalations...
Candidates must have at least 3 years of relevant experience. (Previous information technology/security audit/assessment experience is a plus.). Previous security audit/assessment or remediation experience. Experience with ISO 27001 and SOC...
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
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