Private Bank Associate – Investments
| Company | Bank of America |
|---|---|
| Location | Livingston, NJ, USA, Princeton, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior |
Requirements
- 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
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
Preferred Qualifications
- 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