Bank Of America Wealth Management Seasonal Client Associate 

United States, California, San Francisco 

731400448

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of our service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and supports the other Client Associates with following 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
• Supports the Identification, deepening, and maintenance of 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

• Provides operational support for the team (ex. account opening, transfers, remediation's, data updates, answering phones, etc.)

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

• Positive and professional attitude

• Strong sense of ownership/responsibility

• Willingness and interest to work in a tight-knit group - a team player

• Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel

• Ability to work efficiently and accurately in a fast-paced environment

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)