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Client Service Associate

Client Service Associate

Bank of AmericaChandler
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Description

Client Service Associates will be co-located at a central site and will provide shared support for advisors who have a short-term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.

  • The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
  • You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives in addition to the businesses of particular FAs.
  • For established clients, the CSA will often serve as the most frequent point of contact with Merrill Lynch.

Responsibilities include :

  • End-to-end onboarding process; including systems, documentation, and follow-up.
  • New account opening and maintenance.
  • Phone coverage for assigned advisors.
  • IAP enrollment and maintenance.
  • Process and manage client servicing requests and account maintenance.
  • Drive digital client engagement.
  • Use Salesforce to track daily activities.

    • Required Skills :

  • Minimum of 1+ years of professional or relevant internship experience.
  • Knowledge of investment and banking products, policies & procedure.
  • Strong client service & technical skills (MS Word & Excel).
  • Strong communication, time management, and organizational​.

    • Desired Skills :

  • Undergraduate Degree
  • Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment.
  • The candidate should respond well to changing and evolving job duties and expectations.
  • Strong technological skills are desired.

    • 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

    • 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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    Client Service Associate • Chandler