Bank Of America Registered Wealth Management Client Associate 

United States, New York, New York 

509384660

Position Overview:

The

Specific responsibilities include, but are not limited to:

• Work with highly affluent clients

• Lead end-to-end onboarding and maintenance activities for new and existing clients.

• Provide products and services to each client, working with cross line of business partners

• Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.

• Act as a key team member leading our clients’ digital experience with the firm

• Create ease of access and interaction, while protecting their privacy and security

• Find opportunities to innovate every day

Key Qualifications for the role:

• requiredto currently hold Series 7 & 66 or 63/65

• 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

• Product Knowledge: Foundational knowledge of investment and banking products

• Energetic individual that is self-motivated, coachable, and flexible in thought

• Enjoys a fast-paced environment with changing and evolving responsibility

• Detailed oriented

• Invested in personal development

• Consistently pursues client experience excellence

• Works quickly to fulfill client needs delivering complex solutions

• Frequent communication, and an abundance of discretion with sensitive information

• Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

• Professional verbal and written communication

1st shift (United States of America)