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Wealth Management Client Professional

1 week ago


Ipswich, South Dakota, Australia Bank of America Full time

Wealth Management at Bank of America is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. We empower our employees to bring their whole selves to work, valuing diversity in our thoughts, business, and within our employees and clients.

At Bank of America, we believe trust comes from transparency. Our Wealth Management team represents an array of different backgrounds and brings unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results-focused, and effective.

**Key Responsibilities:**

  • Provides excellent client service through educating them on all of the bank's service and banking offerings.
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and financial advisor requests.
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
  • 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 financial advisor.

**Required Skills:**

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications