Client Service Associate

Bank of America (GHR)

Chandler, US
Client service associate role
Sales support to financial advisors
End-to-end onboarding process
Client Service Associates will provide shared support for advisors who have a short term need

Job Summary

  • Client Service Associates will provide shared support for advisors who have a short term need.
  • The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
  • Bank of America is devoted to being a diverse and inclusive workplace for everyone and invests heavily in teammates by offering competitive benefits.

Matching Summary

Client Service Associates will provide shared support for advisors who have a short term need.

Skills & Requirements

Must-have

  • Client Service Associate role
  • Sales support to Financial Advisors
  • End-to-end onboarding process
  • New account opening and maintenance
  • Phone coverage for advisors
  • Process client servicing requests
  • Drive digital client engagement

Nice-to-have

  • Detailed oriented and highly motivated
  • Respond well to changing duties
  • Strong technological skills
  • Emotional Intelligence
  • Business Development
  • Client Solutions Advisory

Key Requirements

  • Minimum 1+ years professional experience
  • Knowledge of investment products
  • Strong client service skills
  • Strong technical skills (MS Word & Excel)
  • Undergraduate Degree

Work Rights

Not specified

Tailored Resume

Cover Letter