Bank Of America Client Service Associate 

United States, Arizona, Chandler 

800776933

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​

1st shift (United States of America)