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Job

Wealth Management Seasonal Client Associate - Saint Paul

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Bank of America

25d ago

💼 Graduate Job

Saint Paul

AI generated summary

  • You need strong client service skills, knowledge of investment products, and excellent communication abilities to excel in this Wealth Management Client Associate role. A minimum of 1+ year’s professional or internship experience is required.
  • You will provide excellent client service, educate clients on services, support FA requests, ensure compliance, deepen client relationships, and cover team needs as a seasonal Client Associate in Wealth Management at a bank.

Graduate Job

Banking & Finance, Customer RelationsSaint Paul

Description

  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact with Merrill to address all service needs of their clients

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
  • Qualifications:
  • Undergraduate degree preferred
  • Minimum of 1+ year’s professional or relevant internship experience required
  • Knowledge of investment and banking products, policies & procedures is required, Strong client service & technical skills (MS Word & Excel)
  • Strong communication, time management and organizational skills are required

Area of Responsibilities

Banking & Finance
Customer Relations

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

Details

Work type

Full time

Work mode

office

Location

Saint Paul