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Wealth Management Seasonal Client Associate - Saint Paul

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Bank of America

3mo ago

Applications are closed

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

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

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

FAQs

What are the key responsibilities of a Wealth Management Seasonal Client Associate in Saint Paul?

Key responsibilities include providing client service support to multiple Financial Advisors, supporting enterprise strategic objectives, ensuring operational excellence, and advocating for clients within the FA's business. The Client Associate also customizes solutions based on the specific needs of their clients and serves as the main point of contact with Merrill to address all service needs.

What is the primary focus of a Wealth Management Seasonal Client Associate in Saint Paul?

The primary focus of this role is to provide exceptional client service support to Financial Advisors, customize solutions for clients based on their needs, and ensure operational excellence within the FA's business. The Client Associate also works to support enterprise strategic objectives and advocate for the clients they serve.

How does a Wealth Management Seasonal Client Associate in Saint Paul serve as the main point of contact with Merrill?

The Client Associate serves as the main point of contact with Merrill by addressing all service needs of their clients, coordinating with Merrill representatives on behalf of the Financial Advisors, and ensuring timely and efficient communication between the clients, FAs, and Merrill.

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.