Estate Settlement Officer Ii Private Banking jobs at Bank Of America in United States, Los Angeles
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United States
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Los Angeles
29 jobs found
18.11.2024
BOA
Bank Of America Merrill Private Wealth Supervision Manager United States, California, Los Angeles
The ideal candidate is a self-motivated, client centric individual who has:. Series 7, 66, 9, 10 (or equivalent) Licenses required. Series 3, 31 licenses, if warranted. Proven ability to manage...
The Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary rules and regulations in a fast-paced, high-volume environment. The Settlement Officer...
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill. Managing the branch's Private Wealth Management Client Associates and Service Support Staff. Representing the...
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. SAFE ACT Registration; ADV-2B Required. Obtain and/or maintain...
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...
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility. Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver...
The ideal candidate is a self-motivated, client centric individual who has:. Series 7, 66, 9, 10 (or equivalent) Licenses required. Series 3, 31 licenses, if warranted. Proven ability to manage...
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