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Bank Of America Client Service Associate United States, Illinois, Chicago 318907347
Job Description:
Job Description:
Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.
• The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
• You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
• For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.
Responsibilities include:
- End-to-end onboarding process; including systems, documentation, and follow-up
- New account opening and maintenance
- Phone coverage for assigned advisors
- IAP enrollment and maintenance
- Process and manage client servicing requests and account maintenance
- Drive digital client engagement
- Use Salesforce to track daily activities
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
Desired Skills:
- Undergraduate Degree
Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment
The candidate should respond well to changing and evolving job duties and expectations.
Strong technological skills are desired
Required Skills:
Minimum of 1+ years of professional or relevant internship experience
Knowledge of investment and banking products, policies & procedure
Strong client service & technical skills (MS Word & Excel)
Strong communication, time management, and organizational
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