Private Bank Associate - Investments Job at Bank of America Corporation, Princeton, NJ

RStNbHF0cUkwMEZwcG0yUCtuTFVURldGWlE9PQ==
  • Bank of America Corporation
  • Princeton, NJ

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.

Responsibilities:

  • Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
  • Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
  • Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
  • Responsible for providing administrative and analytical support to Portfolio Manager(s)
  • Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews.

Qualifications:

  • Minimum of 1 year of experience with a financial institution focusing on client service and sales
  • High net worth client service and sales experience desired
  • BS/BA degree in Business, Finance or Economics desired

Skills:

Account Management

Attention to Detail

Collaboration

Recording/Organizing Information

Written Communications

Active Listening

Adaptability

Customer and Client Focus

Issue Management

Prioritization

Critical Thinking

Customer Experience Improvement

Decision Making

Pipeline Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Job Tags

Full time, Shift work,

Similar Jobs

Wutherich Company

Data Entry Clerk Fully Remote Job at Wutherich Company

Description The Work From Home Data Entry Clerk is a vital role within our Learning & Development team...  ...a high level of accuracy and effective time management skills. We are looking for...  ...workspace for remote work. Employment Type: Part-Time Salary: $ 15.00 50.00 Per Hour

Two95 International Inc.

English To French To English Interpreters Needed (Remote) Job at Two95 International Inc.

 ...night job following US Pacific Time Zone (US Client), 5 days work a week Work From Home (WFH) As an interpreter, your primary role is to...  ...live sessions, the remaining hours will be allocated for online assessments, tutorial sessions, and module study. Days... 

Arborview Realty Inc

Residential Real Estate Rentals and Property Management Internship Job at Arborview Realty Inc

 ...Internship in Residential Real Estate Rentals and Property Management- no experience needed. Highly regarded and independent Jamaica...  ...to continue the position beyond the summer. As an Intern, you will be given an array of tasks and responsibilities to do... 

Kimpton Hotels & Restaurants

Guest Service Agent: Overnight Part-Time - Kimpton La Peer Hotel Job at Kimpton Hotels & Restaurants

 ...founder, Bill Kimpton rebelled against impersonal, generic hospitality that makes people feel disconnected. He initiated a new boutique hotel standard and environment where people could connect, from the heart. That was the goal then, and it is still our purpose today.Your... 

Verizon

Business Strategy- Senior Manager Job at Verizon

 ...When you join Verizon You want more out of a career. A place to share your ideas freely even if theyre daring or different. Where...  ...& always. Want in? Join the #VTeamLife. The Verizon Business Group (VBG) is Verizons B2B division. It generates roughly $30...