Private Wealth Client Associate- Greater Philadelphia Market

Bank of America · Wayne, PA · 1 wk ago

SalesFull-time

Supports enterprise strategic objectives
Operational excellence goals
Client advocacy within the FA's business
Customizes solutions based on specific client needs
Serves as the most frequent point of contact within Merrill to address all service needs of clients
Provides excellent Client Service to the bank's clients
Edits client materials and follows up on all client and Financial Advisor (FA) requests
Affirms practices to align with the bank's policies and procedures
Identifies, deepens, and maintains client relationships
Supports day-to-day team activities and needs
Covers roles in times of absence or seasonal need increases

Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Client-centric mindset, always acting in the best interest of the client
Ability to learn and adapt to new information and technology platforms

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
Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Comfortable operating in a fast-paced environment with changing and evolving responsibilities
Detail oriented
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

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