Bank Of America Private Wealth Client Associate 

United States, Massachusetts, Boston 

109630542

Job Description:

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs)and the Office Management Team (OMT)Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Working with the OMT to provide daily support in performing all of their responsibilities. Primarily executes functions related to Risk, Compliance, Operations, Technology, Budget, Front desk, Administration and Facilities Management
• According to the business needs of their respective Merrill Lynch Market, may support 1 or more managers and supports all of the multiple offices within the Branch Office Market.
• The responsibilities will vary from office to office.

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

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

Minimum Education Requirement:

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

1st shift (United States of America)