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Private Wealth Client Associate - Virginia Beach

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Bank of America

3mo ago

  • Job
    Full-time
    Entry Level
  • Banking & Finance
    Customer Relations
  • Virginia Beach

AI generated summary

  • You need strong account and client management skills, a focus on customer satisfaction, and the ability to prioritize effectively. 2+ years of post-high school education or 4+ years of relevant experience required, with an undergraduate degree preferred.
  • You will provide exceptional client service, educate clients on banking offerings, manage client materials, ensure compliance with policies, deepen client relationships, and support team activities with a client-first mindset.

Requirements

  • 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

Responsibilities

  • 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

FAQs

What are the key responsibilities of a Private Wealth Client Associate in Virginia Beach?

The key responsibilities include providing client service support to Financial Advisors, supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, and customizing solutions based on the clients' specific needs. The job also includes being the most frequent point of contact within Merrill to address all service needs of the clients.

How does a Private Wealth Client Associate in Virginia Beach work with Financial Advisors?

The Private Wealth Client Associate works closely with Financial Advisors to support their business, address client service needs, and customize solutions for clients. They act as the main point of contact within Merrill for the Financial Advisors' clients and assist in achieving enterprise strategic objectives and operational excellence goals.

What qualifications are required for a Private Wealth Client Associate in Virginia Beach?

Qualifications for this role may include a bachelor's degree in finance, business administration, or a related field, previous experience in financial services or client support, strong communication and customer service skills, and the ability to customize solutions for clients based on their specific needs. Additional qualifications may be required based on the specific hiring criteria of Merrill Lynch.

Bank of America

Helping to make financial lives better through the power of every connection.

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Mission & Purpose

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.

Culture & Values

  • Deliver together

    We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe in connecting person-to-person, with empathy and understanding. We believe everything we do for our clients, teammates and the communities we serve is built on a solid business foundation that delivers for shareholders.

  • Act responsibly

    We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We believe in making decisions that are clear, fair and grounded in the principles of shared success, responsible citizenship and community building.

  • Realize the power of our people

    We strive to help all of our employees reach their full potential. We believe that diverse backgrounds and experiences make us stronger. We respect every individual and value our differences - in thought, style, sexual orientation, gender, gender identity and expression, race, ethnicity, culture, age, ability and experience.

  • Trust the team

    We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe that when we work together, we best meet the full needs of our clients, and deliver value to our shareholders.