Bank of America · 4 hours ago
Private Bank Associate
Waltham, MA
Full-time
Onsite
New Grad, Entry LevelBank of America is dedicated to enhancing financial lives through meaningful connections and responsible growth. The Private Bank Associate will support client needs, manage account services, and ensure a seamless service experience by coordinating with various specialists and adhering to compliance standards.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
Qualification
Required
High net worth client service and sales experience desired
BS/BA degree in Business, Finance or Economics desired
High School Diploma / GED / Secondary School or equivalent
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-20
2026-01-20
Company data provided by crunchbase