Private Bank Associate - Investments Job at Bank of America Corporation, Melville, NY

d2dnTURoVGhYUTJQL0xzUGhOV0FjdTcyYWc9PQ==
  • Bank of America Corporation
  • Melville, NY

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.

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

  • Responsible for providing administrative and analytical support to Portfolio Manager(s)

  • Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews

Qualifications:

  • Minimum of 1 year of experience with a financial institution focusing on client service and sales

  • High net worth client service and sales experience desired

  • BS/BA degree in Business, Finance or Economics desired

Skills:

Account Management

Attention to Detail

Collaboration

Recording/Organizing Information

Written Communications

Active Listening

Adaptability

Customer and Client Focus

Issue Management

Prioritization

Critical Thinking

Customer Experience Improvement

Decision Making

Pipeline Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Job Tags

Full time, Shift work,

Similar Jobs

Lexuezhe Language Center

Online English teachers Job at Lexuezhe Language Center

 ...group or one to one Chinese students from 6-12 years old Group classes with 2-4 students are available for outstanding professional teachers Variety of courses are available including Phonics, Science, STEM, etc. Working from anywhere with a well-functioning computer... 

Brinks

Senior Financial Analyst Job at Brinks

Brinks Texas License #C00550 About Brink's: The Brink's Company (NYSE:BCO) is a leading global provider of cash and valuables management, digital retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints...

DoorDash

Delivery Driver Job at DoorDash

 ...in your back pocket. Basic Requirements 18+ years old*** (21+ to deliver alcohol) Any car, scooter, or bicycle (in select cities) Driver's license number Social security number (only in the US) Consistent access to a smartphone How to Sign Up Click "Apply Now" and complete... 

Mayo Clinic

Radiation Therapy Aide PRN Job at Mayo Clinic

 ...To assist in providing daily care of cancer patients, including accurate interpretation and delivery of radiation treatments. In addition, Radiation Therapy Aide may be required to cover Proton practice, Photon practice, assist in dressing rooms or at the front desk... 

Pool World

Construction Laborer Job at Pool World

 ...Northwest. We have 4 stores in Spokane & Coeur dAlene, a full construction team, a large team of service technicians, and a large...  ...wants to be part of ourConstruction Team.No prior training or experience needed; we will train you! You will assist on our Construction...