Bank Of America Client Service Associate 

United States, North Carolina, Charlotte 

627213588

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 Lynch.

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)