Leadership Triangle ยท 1 day ago
Private Wealth Client Associate
United States
Full-time
Remote
New Grad, Entry LevelBank of America is a leading provider of comprehensive wealth management and investment products and services. The Private Wealth Client Associate role is responsible for providing client service support to Financial Advisors, ensuring client needs are met, and maintaining strong client relationships while supporting operational excellence.
ConsultingNon ProfitTraining
Responsibilities
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
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
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
Qualification
Required
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Preferred
Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills
Company
Leadership Triangle
Leadership Triangle educates and promotes regionalism across the separate communities.
Founded in 1992
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase