Community Building Associate - Birmingham, United Kingdom - Bank of America

Description

Private Wealth Client Associate page is loaded Private Wealth Client Associate
Apply locations Birmingham time type Full time posted on Posted 3 Days Ago job requisition id

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

The Private Wealth Client Associate is responsible for providing client service support to potentially multiple Financial Advisors (FAs). 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
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
Account Management
Emotional Intelligence
Energetic individual that is self-motivated, coachable, and flexible in thought
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

Shift:

1st shift (United States of America)

Hours Per Week:

Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.

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