Bank Of America Family Office Senior Associate 

United States, New York, New York 

551844836

Primarily responsible for product fulfillment and day-to-day account administration in and analytical support. Prepares account summaries and performance reports for clients. Collects information to assist in developing client recommendations, collecting and organizing client data and generating reports and analysis. Understands the products and services offered to high net worth clients. Develop client service plans and ensure that they are maintained and executed. Responsible for all client relationship operations and activities under the supervision of senior relationship managers. Required 5-7 years working with HNW clients.

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Financial Processing
• Relationship Building
• Active Listening
• Attention to Detail
• Data and Trend Analysis
• Financial Accounting
• Presentation Skills
• Account Management
• Decision Making
• Oral Communications
• Problem Solving
• Written Communications

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)