Bank of America Careers | Wealth Management Client Associate Job, Chicago, IL
Job Description
Wealth Management Client Associate
The Wealth Management Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Seasonal support for peak periods, which typically last 3-6 months.
Duties and Responsibilities
Your main responsibilities in this role include the following:
Outbound calling which include (one or both of the following):
Inviting prospective clients to webinars hosted by the team
Setting up appointments for the team with prospective clients
Job Requirements
Strong client service & technical skills (MS Word & Excel).
Strong communication, time management and organizational skills are required.
Undergraduate degree preferred and/or financial or business major.
Excellent Phone Skills
Knowledge of investment and banking products, policies & procedures
Desired Skills
Job Details
Company Name: Bank of America
Employment Type: Full-time
Job Location: Chicago, Illinois, United States
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