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Private Bank Associate - Investments

Bank of America - Scottsdale, AZ

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Job Details

Full-time Estimated: $55.3K - $70.1K a year 1 day ago

Qualifications

Management
Sales
Customer service
Bachelor of Science
Finance
High school diploma or GED
Bachelor's degree
Client services
1 year
Business

Full Job Description

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Summary:

The Private Bank Associate (PBA) is a generalist position that has primary responsibility for supporting all client needs including discussions and/or activities. PBAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. The PBA manages 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 to the client.

Job Description:

Actively support Client Teams in delivering consistently high-quality banking credit, trust, fiduciary, and/or investment services to Private Bank clients
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
Support fulfillment of clients’ needs and expectations across all products and serve as a “triage” point for specialists and service centers including but not limited to account setup, monitoring and maintenance (overdrafts, fraudulent activities, etc.), wire processing, business and credit card applications, foreign currency orders, credit and lending
Coordinate with specialists including Trust, Family Office, Investments and Custody officers as well as centralized service centers to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment
Interact with client to complete necessary transactions (e.g., deposits, money movement, transfers, etc.) & account maintenance
Manage and execute client transactions with respect to business and individual Bank, credit, and investment products (may be performed by service center at PBA’s request based on transaction type). Ensure transactions are completed within audit and compliance standards as well as timely execution.
Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
Develop referrals for credit and Bank products
Support Client Team in all sales support and administrative functions as needed including pipeline reporting, marketing and business development, client/prospect presentations, expenses, printing, faxing, calendar & email management, client events, communication and travel & entertainment reservations
Ensure adherence to all internal policies and compliance to legal and regulatory requirements including client verification

Qualifications

Minimum of 1-3 years of experience with a financial institution focusing on client service and sales
Ability to successfully complete assessment of critical skills
Ability to obtain and maintain SAFE Act registration

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

Desired Skills:

BS/BA degree in Business, Finance or Economics

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

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bank of america jobs

Actively support Client Teams in delivering consistently high-quality banking credit, trust, fiduciary, and/or investment services to Private Bank clients

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

Coordinate with specialists including Trust, Family Office, Investments and Custody officers as well as centralized service centers to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner

Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment

Interact with client to complete necessary transactions (e.g., deposits, money movement, transfers, etc.) & account maintenance

Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions

Develop referrals for credit and Bank products

Ensure adherence to all internal policies and compliance to legal and regulatory requirements including client verification

Minimum of 1-3 years of experience with a financial institution focusing on client service and sales

Ability to successfully complete assessment of critical skills

Ability to obtain and maintain SAFE Act registration

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