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Wealth Management Client Associate, York
Client: Bank of America
Location: York, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference:
86c2290d0a55
Job Views:
29
Posted:
17.06.2025
Expiry Date:
01.08.2025
Job Description:
Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
1. Provides excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings.
2. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
3. 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.
4. 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.
5. Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.
Skills:
1. Account Management
2. Client Management
3. Customer and Client Focus
4. Issue Management
5. Oral Communications
6. Business Development
7. Client Solutions Advisory
8. Pipeline Management
9. Prioritization
10. Administrative Services
11. Emotional Intelligence
12. Referral Identification
13. Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 37.5
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