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United States
State
Phoenix
26 jobs found
27.06.2024
BOA
Bank Of America Registered Wealth Management Client Associate United States, Arizona, Phoenix
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...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Responds to customer inquiries and concerns,...
Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance. Coaches and mentors...
Has strong analytical and organizational skills and demonstrates the ability to solve complex problems by reviewing related information. Is able to multi-task, including researching information through multiple systems, in order...
Conducts routine analysis, research and investigations in diversified compliance operations directed by internal bank policies and required adherence to regulatory and compliance requirements which can involve high $ penalties and...
Performs day-to-day activities aligned to the team's common goals, strategy, and metrics and works on improving capabilities through learning and development. Identifies and analyzes problems related to product lines or...
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...
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