Bank of America
Wealth Management Client Associate
Kingsport · Full-time · Posted Jul 13, 2023
- Experience
- 2+ years post-high-school education and/or 4+ years of professional or relevant internship experience.
About the job
Provides operational and sales support to Financial Advisors, leads client onboarding and account maintenance, and serves as a frequent contact for affluent clients.
What you'll do
- Lead onboarding and maintenance for new and existing clients.
- Manage client service requests and account maintenance, coordinating with partners to provide products and services.
- Support clients’ digital experience while protecting privacy and security.
What they ask for
- Foundational knowledge of investment and banking products.
- Professional verbal and written communication skills.
- Experience with Microsoft Word, Excel, and PowerPoint.
Nice to have
- Undergraduate degree.
- Salesforce experience.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative