In-office with flexibility based on role-specific considerations
4 years financial institution experience
High net worth client service
Trust product knowledge application
The Trust Senior Associate position at Bank of America Merrill Lynch involves providing administrative and account servicing for fiduciary and trust client relationships. The role emphasizes excellent client service, trust product expertise, and the ability to identify business opportunities within existing client accounts
Job Summary
The role involves providing administrative and account servicing activities for fiduciary and trust client relationships.
Candidates will serve as a trust product expert to identify opportunities for expanded product penetration in existing books of business.
Bank of America is committed to an inclusive workplace culture that supports physical, emotional, and financial wellness.
Matching Summary
Match Score: 85
The Trust Senior Associate position at Bank of America Merrill Lynch involves providing administrative and account servicing for fiduciary and trust client relationships. The role emphasizes excellent client service, trust product expertise, and the ability to identify business opportunities within existing client accounts.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
4 years financial institution experience
High net worth client service
Trust product knowledge application
Nice-to-have
Strong emotional intelligence skills
Ability to drive engagement
Experience with compliance metrics
Key Requirements
Minimum 4 years experience with financial institution
BS/BA degree in Business, Finance, Economics or Law desired