Bank Of America Wealth Management Client Service Associate 

United States, Arizona, Chandler 

872980568

Job Description:

Client Service Associates will be co-located at a central site, and report into theClient Service Managerand provide shared support for advisors who have a short term need.

• The Client Service Associates (CSA) 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. CSA’s 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

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​

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
• Bilingual - Mandarin or Cantonese Chinese

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