Bank of America is seeking a Wealth Management Client Associate in Baton Rouge, focusing on providing exceptional client service and support to Financial Advisors. The role emphasizes a client-centric approach, operational excellence, and the ability to adapt in a fast-paced environment
Job Summary
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
Matching Summary
Match Score: 85
Bank of America is seeking a Wealth Management Client Associate in Baton Rouge, focusing on providing exceptional client service and support to Financial Advisors. The role emphasizes a client-centric approach, operational excellence, and the ability to adapt in a fast-paced environment.
Skills & Requirements
Must-have
Client service support
Client relationship management
Operational excellence
Risk management
Nice-to-have
Continuous learning
Professional growth
Sound judgment
Discretion with sensitive information
Key Requirements
High School Diploma / GED / Secondary School or equivalent
FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Industry knowledge and understanding of investment products
Experience working with clients
Comfortable operating in a fast-paced environment
Detail oriented
Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce