Logo of Huzzle

Home

Matches

Explore

Manage

Registered Private Wealth Client Associate - Boston

image

Bank of America

Apr 27

Applications are closed

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

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
  • Key Qualifications for the role:
  • Candidates are required to currently hold Series 7 & 66 or 63/65
  • 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 Registered Private Wealth Client Associate in Boston?

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 client needs.

What is the main focus of this job in Boston?

The main focus of this job is to serve as the most frequent point of contact within Merrill to address all service needs of the Financial Advisor's clients in Boston.

What are some specific tasks that a Registered Private Wealth Client Associate in Boston may undertake?

Tasks may include managing client inquiries, preparing client reports and presentations, coordinating client events, assisting with account maintenance, and working closely with the Financial Advisor to ensure client satisfaction.

How does this role contribute to the overall success of the FA's business in Boston?

This role contributes to the overall success by providing excellent client service, customizing solutions to meet client needs, and supporting the FA in achieving their business goals and objectives.

image

Bank of America

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

1-10
Employees

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.