Bank of America is seeking a Private Bank Senior Associate Lead in Forest Hills, NY, to manage client service activities and enhance client experiences for high net worth clients. The ideal candidate should have at least four years of experience in financial services, focusing on client service and sales
Job Summary
This role is responsible for managing the execution of client service activities in coordination with the relationship team to fulfill client service plans.
The position requires directing work and serving as a peer resource while identifying opportunities to deepen relationships across banking, credit, and investment products.
Employees are eligible for an annual discretionary award based on individual performance and the overall success of the company.
Matching Summary
Match Score: 85
Bank of America is seeking a Private Bank Senior Associate Lead in Forest Hills, NY, to manage client service activities and enhance client experiences for high net worth clients. The ideal candidate should have at least four years of experience in financial services, focusing on client service and sales.
Salary
Base: $81,800.00 - $125,400.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
4 years financial institution experience
High net worth client service
Banking credit and investment products
Private Bank risk framework compliance
Nice-to-have
Strong attention to detail
Proactive issue management
Process improvement mindset
Peer coaching and mentorship skills
Key Requirements
Minimum 4 years of experience with a financial institution
Focus on high net worth client service and sales
BS/BA degree in Business, Finance or Economics desired