Wealth Management Seasonal Client Associate

Company: Bank of America
Location: San Francisco
Posted on: November 16, 2024

Job Description:

Wealth Management Seasonal Client AssociateMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.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. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.Job Description:This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). The position is for the Venture Services Group (VSG). 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. This position will be dedicated to providing operational support to the daily business of the team. The ideal candidate will have an interest in financial services and excellent attention to detail, in addition to the ability to work well under tight deadlines, manage priorities effectively, and work both independently as well as collaboratively in a dynamic team environment.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.
• Provides operational support for the team (ex. account opening, transfers, remediations, data updates, answering phones, etc.).Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Administrative Services
  • Referral Identification
  • Positive and professional attitude
  • Strong sense of ownership/responsibility
  • Willingness and interest to work in a tight-knit group - a team player
  • Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel
  • Ability to work efficiently and accurately in a fast-paced environmentMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.Shift: 1st shift (United States of America)Hours Per Week: 37.5Pay Transparency Details:Pay range: $24.00 - $30.00 hourly pay, offers to be determined based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling 1.877.760.2076. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online.Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.
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Keywords: Bank of America, Novato , Wealth Management Seasonal Client Associate, Executive , San Francisco, California