Bank of America
Wealth Management Client Associate
Phoenix, AZ · Mid Level
Sponsorship not specifiedDetected 13 days ago
SalesforceAccount ManagementBusiness DevelopmentPipeline ManagementExcelCommunicationTime ManagementMicrosoft Office
About the role
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
- Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
- We believe trust comes from transparency.
Responsibilities
- 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
Requirements
- Has the ability to learn and adapt to new information and technology platforms
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
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
Company info
- At Merrill, we empower you to bring your whole self to work.
Apply directly at Bank of America →Create a free account for alerts like thisView Bank of America immigration profile
This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.