Bank Of America Specialty Asset Management Associate II - Client Service 

United States, North Carolina, Charlotte 

306536526

Core responsibilities include:

• Serve as the Specialty Asset Management (SAM) point of contact for client and client team requests

• Maintain, deepen, and enrich the end-to-end client experience throughout the specialty asset management lifecycle

• Collaborate with client facing teams and internal business groups to educate the field on specialty asset management capabilities

• Facilitate communication with the client team on material changes impacting investment performance.

• Coordinate with client teams and specialty asset managers to deliver exceptional client experience.

• Work with specialty asset management team to prepare, review, and deliver performance reporting and other updates related to the non-financial asset portfolio.

• Maintain ongoing touch points with client teams to keep them abreast on investment placement timelines, industry performance, and other asset related updates.

• Support and/or lead ad-hoc projects and initiatives focused on delivering best-in-class client experience

Required qualifications:

• 2+ years hands on experience working with High Net Worth or Affluent clients

• Excellent communication skills, both written and oral

• Demonstrated passion for delivering exceptional client service

• Ability to develop and maintain collaborative relationships both internally and with external clients

• Skilled in multi-tasking and managing priorities effectively

• Ability to identify and escalate issues

• Team Player

• Ability to adapt to a rapidly changing and fast paced business and technology environment

• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines

• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook.

Desired qualifications:

• Knowledge of real estate and investment concepts preferred.

• BA/BS degree preferred.

Skills:

• Collaboration

• Decision Making

• Issue Management

• Prioritization

• Strategic Thinking

• Critical Thinking

• Customer and Client Focus

• Oral Communications

• Project Management

• Written Communications

• Active Listening

• Adaptability

• Analytical Thinking

• Continuous Improvement

• Innovative Thinking

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)