Wealth Management Seasonal Client Associate - Phoenix Market

Bank of America

Phoenix, Arizona, United States
Not specified; not specified; not specified
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with microsoft office applications
This role provides excellent client service by educating clients on banking offerings and ensuring operational excellence

Job Summary

  • This role provides excellent client service by educating clients on banking offerings and ensuring operational excellence.
  • The position requires acting as the primary point of contact to address all service needs for Financial Advisors and their clients.
  • Bank of America offers an inclusive workplace culture committed to responsible growth and supporting teammate wellness.

Matching Summary

This role provides excellent client service by educating clients on banking offerings and ensuring operational excellence.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Strong client-centric mindset
  • Excellent verbal and written communication skills
  • Proficiency with Microsoft Office applications

Nice-to-have

  • FINRA Securities Industry Essentials (SIE) certification
  • Series 7 or Series 66 license
  • Experience in fast-paced banking environments

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 preferred
  • Sound judgment when handling sensitive information

Work Rights

Not specified

Tailored Resume

Cover Letter