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Today
EY

EY Legislative & Regulatory Policy Assistant Director Associate United States, District of Columbia, Washington

Limitless High-tech career opportunities - Expoint
Assists team with development and execution of the EY Office of Public Policy strategy, including engagement with Washington policymakers and other stakeholders. Develop subject matter expertise in policy areas critical...
Description:

Legislative & Regulatory Policy, Assistant Director or Associate Director

As a Legislative & Regulatory Policy Assistant Director or Associate Director, you’ll be responsible for assisting the legislative and regulatory teams within the Office of Public Policy; monitoring, communicating, and shaping legislative and public policy activity. Must have demonstrated experience understanding policy-making processes and ability to develop written content for internal use in a fast-paced, deadline-oriented environment. Also must have strong professional networking and public policy advocacy skills.

Your key responsibilities

  • Assists team with development and execution of the EY Office of Public Policy strategy, including engagement with Washington policymakers and other stakeholders.
  • Develop subject matter expertise in policy areas critical to the firm, including covering congressional hearings and other related events as warranted.
  • Produces written deliverables for internal use and distribution.
  • At times, assists EY legislative team and/or EYPAC representative in political activities relevant to the firm’s priorities.
  • Responsible for communications distribution channel management.

Skills and attributes for success

  • Demonstrated understanding of US congressional and administration policy-making processes, including an understanding of the roles and decision makers in the Executive agencies, the White House, the Senate and the House, as well as the role of think tanks and associations.
  • Proven research, writing and editing skills.
  • Ability to work under tight deadlines.
  • Able to learn and utilize communication tools and techniques available within the firm
  • Ability to work with minimal supervision in a fast-paced, deadline-oriented environment
  • Receives general supervision and works independently within the area of expertise.
  • Must be able to independently monitor events, understand critical points and summarize for distribution within EY.
  • Through monitoring of legislative and public policy issues that affect the profession, be able to anticipate policy trends and help formulate advocacy strategies.

To qualify for the role, you must have

  • A Bachelor’s degree or equivalent experience
  • 8-10 plus years of relevant experience, experience on Capitol Hill, lobbying or regulatory policy for the Assistant Director rank.
  • 10-12 plus years of experience years of relevant experience, experience on Capitol Hill, lobbying or regulatory policy for the Associate Director rank.
  • Must be able to attend EY and client events some evenings and weekends.
  • Ability to work in the EY Washington DC office multiple days a week.

Ideally, you’ll also have

  • Financial services policy experience a plus.

What we look for

We’re interested in individuals with an inquisitive and agile mind and a broad and extensive knowledge of public policy. If you’re aiming to develop and implement policy strategy and influence change, all while developing your own career, this role is for you.

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $105,200 to $196,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $126,200 to $223,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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Today
BOA

Bank Of America Advisor Development Program Client Associate United States, Oregon, Portland

Limitless High-tech career opportunities - Expoint
Developing a book of business in order to meet and exceed established performance hurdles. Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the...
Description:

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.

This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, 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 within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:

  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you

  • Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
  • Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.


Required Qualifications:

  • Displays confidence working as a self-starter in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven growth mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • Proven ability to quickly build trust and credibility
  • Proven ability to assess needs of and recommend appropriatesolutions
  • Proven ability to work both collaboratively on a team with key partners and independently
  • Proven ability to listen and probe for clarity and understanding
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in applications such as Microsoft Suite

Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of work experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Job Responsibilities:

  • Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
  • 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 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
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Trade Operations Management
  • Administrative Services
  • Client Investments Management
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

1st shift (United States of America)

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EY

EY GPS - Azure Cloud Platform Engineer Supervising Associate United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Designing cloud platform architectures and infrastructure as code for secure Azure / Azure Gov environments. Building DevSecOps automation and CI/CD pipelines. Enabling containerized workloads and hardened base images at scale....
Description:

Our GPS Technology Organization is a structure within the US GPS practice that implements and maintains a new operate and technology model designed specifically to support U.S. defense and Government engagements.

This role focuses on:

  • Designing cloud platform architectures and infrastructure as code for secure Azure / Azure Gov environments
  • Building DevSecOps automation and CI/CD pipelines
  • Enabling containerized workloads and hardened base images at scale
  • Helping teams adopt modern cloud practices without accumulating technical debt

You’ll collaborate with architects, security teams, and product managers, and coach junior engineers in a highly regulated mission environment. You’ll thrive in this role if you’re a self-starter who’s comfortable with ambiguity, likes to automate wherever it makes sense, and is committed to continuous learning and helping others grow.

Cloud Platform & Infrastructure as Code (IaC)

  • Design and maintain reusable IaC (Bicep, ARM templates) for scalable, secure Azure / Azure Gov environments
  • Implement and improve Azure Policies and initiatives to enforce standards and guardrails
  • Apply modern engineering and security standards across platform components

Containers & DevSecOps

  • Engineer, automate, and deploy platform solutions and applications using platforms such as Kubernetes, Azure Kubernetes Service (AKS), Azure Container Apps, with supporting technologies like Docker or Helm
  • Develop and maintain base container images and hardened OS images aligned to DISA STIGs and other security baselines
  • Evolve and promote DevSecOps practices across teams

Automation & CI/CD

  • Build and operate CI/CD pipelines using Azure DevOps, Git, and automation tooling (e.g., Ansible)
  • Automate repeatable infrastructure and application deployment tasks
  • Use both manual and automated quality controls to ensure reliable releases

Operations, risk & collaboration

  • Troubleshoot and remediate issues in cloud and container platforms
  • Identify and communicate risks, assumptions, issues, and decisions throughout the product lifecycle
  • Document and improve processes, and collaborate closely with product managers, architects, and security teams
  • Mentor junior engineers and help build a high-performing DevSecOps culture

What you bring (required)

  • Bachelor’s degree in Computer Science, IT, or equivalent experience
  • Microsoft Certified: Azure Administrator Associate (AZ-104)
  • 5+ years in engineering roles working with private/public cloud IaaS, PaaS, and/or SaaS
  • Eligibility to obtain and maintain a Top Secret security clearance
  • Strong hands-on experience with (in order of importance):
    • Infrastructure as Code & CI/CD– designing and delivering with tools such as Bicep, Azure DevOps, ARM templates, or Ansible
    • Containers and orchestration– experience building and running containerized workloads using technologies such as Docker, Kubernetes, Azure Kubernetes Service (AKS), Azure Container Apps, or Helm for packaging and deploying services at scale
    • Networking fundamentals– strong foundation designing and troubleshooting VNets, subnets, network security groups (NSGs), routing (UDRs), and basic load-balancing scenarios, with enough depth to reason about hub-and-spoke or similar topologies and diagnose common connectivity issues
    • Cloud security principles– solid understanding of concepts such as shared responsibility, least privilege, identity-driven security, network segmentation, encryption, and logging/monitoring, and how to apply them for customers driven by regulatory compliance requirements, such as: NIST, Fedramp
    • Identity and access– understanding of Microsoft Entra ID, Azure RBAC, Entra ID RBAC, Privileged Identity Management (PIM), and managed identities for Azure resources
    • Windows and Linux administration– hands-on experience managing, troubleshooting, and hardening server workloads, including patching, performance tuning, and applying security baselines (e.g., DISA STIG or equivalent)
    • Scripting / programming– practical automation experience using PowerShell (Python or similar scripting languages is a plus but not required)
  • Additional expectations:
    • Experience with government security frameworks (e.g., NIST controls)
    • Hands-on delivery in Agile environments (Scrum, Kanban, SAFe, or similar)
    • Strong written and verbal communication and the ability to work effectively on distributed teams

What will make you stand out (preferred)

  • Deeper hands-on experience with:
    • Git-based source controland branching strategies
    • Azure DevOps Pipelinesand broader Azure platform services
    • Ansible and Bicepfor advanced automation and configuration
    • Azure Policyand multi-tenant / multi-subscription design patterns
    • Advanced Azure networking experience– hands-on exposure to one or more of: VPN Gateway or ExpressRoute, Azure Firewall or other NVAs, Virtual WAN hubs, Application Gateway or similar L7 gateways, and more complex hybrid or multi-region network designs
  • Additional relevant certifications, such as:
    • AZ-400, AZ-500, AZ-700
    • Certified Kubernetes Administrator (CKA)or CKAD / CKNS
    • Red Hat Certified Specialist in Ansible Automation


At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $89,600 to $167,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $107,600 to $190,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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EY

EY Senior Commercial Architect Associate Director United States, Texas, Dallas

Limitless High-tech career opportunities - Expoint
10-12+ years of experience in a professional services environment preferably in a function like pricing and commercials, strategy consulting, solution architecture or commercial and contract management. Expert proficiency in financial...
Description:

Skills and attributes for success

Thriving in a matrixed organization is essential, balancing the needs of the client against business initiatives and goals. Possessing natural coaching skills, you will inspire others with your insights and ability to create and drive differentiated value propositions in the market. You will be a trusted advisor to the Deal Lead, Engagement Partner, Global Client Service Partner, and the broader pursuit team, acting in a consultative manner delivering exceptional service and quality. You will be the catalyst that pulls stakeholders together to drive strategic initiatives and increase win odds while positioning profitable growth.

To qualify for the role, you must have

  • 10-12+ years of experience in a professional services environment preferably in a function like pricing and commercials, strategy consulting, solution architecture or commercial and contract management
  • Expert proficiency in financial modelling, accounting, budgeting, and associated metrics
  • Proven track record designing, modelling and structuring deals utilizing various pricing strategies/commercial structures across consulting and managed services
  • Strong pursuit management, relationship management, executive presence and influencing skills
  • High proficiency at collaborating, managing conflicting interests and dealing with volatility, uncertainty, complexity, and ambiguity
  • Highly effective oral and written communications
  • A University/Bachelor’s Degree

Ideally, you’ll also have

  • An advanced degree or MBA
  • Professional accounting or financial certification
  • Experience conducting market research
  • Experience as a people manager
  • Ability to travel

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $181,800 to $350,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $218,200 to $397,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


Show more

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Today
BOA

Bank Of America Wealth Management Client Associate United States, Florida, Miami

Limitless High-tech career opportunities - Expoint
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...
Description:

Job Description:

Merrill 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.


This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, 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 within 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 the bank's service and banking offerings

  • Ensures timeliness, accuracy, and completeness in client materials and follows 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

  • Identifies, deepens, and maintains 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

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

1st shift (United States of America)

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Yesterday
BOA

Bank Of America Advisor Development Program Client Associate United States, Maryland

Limitless High-tech career opportunities - Expoint
Developing a book of business in order to meet and exceed established performance hurdles. Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the...
Description:

Job Description:

Job Description:

The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).

As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.

This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, 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 within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.

Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.

The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:

  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

We’ll help you

  • Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coachingfromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
  • Grow your business knowledgeby using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners.Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.


Required Qualifications:

  • Displays confidence working as a self-starter in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven growth mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal)
  • Proven ability to quickly build trust and credibility
  • Proven ability to assess needs of and recommend appropriatesolutions
  • Proven ability to work both collaboratively on a team with key partners and independently
  • Proven ability to listen and probe for clarity and understanding
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in applications such as Microsoft Suite

Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of work experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Job Responsibilities:

  • Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
  • 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 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
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Trade Operations Management
  • Administrative Services
  • Client Investments Management
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

1st shift (United States of America)

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Yesterday
BOA

Bank Of America Wealth Management Client Associate United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
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...
Description:

Job Description:

Merrill 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.


This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, 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 within 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 the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows 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
  • Identifies, deepens, and maintains 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

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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Assists team with development and execution of the EY Office of Public Policy strategy, including engagement with Washington policymakers and other stakeholders. Develop subject matter expertise in policy areas critical...
Description:

Legislative & Regulatory Policy, Assistant Director or Associate Director

As a Legislative & Regulatory Policy Assistant Director or Associate Director, you’ll be responsible for assisting the legislative and regulatory teams within the Office of Public Policy; monitoring, communicating, and shaping legislative and public policy activity. Must have demonstrated experience understanding policy-making processes and ability to develop written content for internal use in a fast-paced, deadline-oriented environment. Also must have strong professional networking and public policy advocacy skills.

Your key responsibilities

  • Assists team with development and execution of the EY Office of Public Policy strategy, including engagement with Washington policymakers and other stakeholders.
  • Develop subject matter expertise in policy areas critical to the firm, including covering congressional hearings and other related events as warranted.
  • Produces written deliverables for internal use and distribution.
  • At times, assists EY legislative team and/or EYPAC representative in political activities relevant to the firm’s priorities.
  • Responsible for communications distribution channel management.

Skills and attributes for success

  • Demonstrated understanding of US congressional and administration policy-making processes, including an understanding of the roles and decision makers in the Executive agencies, the White House, the Senate and the House, as well as the role of think tanks and associations.
  • Proven research, writing and editing skills.
  • Ability to work under tight deadlines.
  • Able to learn and utilize communication tools and techniques available within the firm
  • Ability to work with minimal supervision in a fast-paced, deadline-oriented environment
  • Receives general supervision and works independently within the area of expertise.
  • Must be able to independently monitor events, understand critical points and summarize for distribution within EY.
  • Through monitoring of legislative and public policy issues that affect the profession, be able to anticipate policy trends and help formulate advocacy strategies.

To qualify for the role, you must have

  • A Bachelor’s degree or equivalent experience
  • 8-10 plus years of relevant experience, experience on Capitol Hill, lobbying or regulatory policy for the Assistant Director rank.
  • 10-12 plus years of experience years of relevant experience, experience on Capitol Hill, lobbying or regulatory policy for the Associate Director rank.
  • Must be able to attend EY and client events some evenings and weekends.
  • Ability to work in the EY Washington DC office multiple days a week.

Ideally, you’ll also have

  • Financial services policy experience a plus.

What we look for

We’re interested in individuals with an inquisitive and agile mind and a broad and extensive knowledge of public policy. If you’re aiming to develop and implement policy strategy and influence change, all while developing your own career, this role is for you.

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $105,200 to $196,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $126,200 to $223,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


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