Private Bank Associate - Investments

Company: Bank of America
Location: Miami
Posted on: March 14, 2025

Job Description:

Private Bank Associate - InvestmentsApply locations Miami time type Full time posted on Posted 2 Days Ago job requisition id 25005107Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job 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.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
  • Pipeline ManagementQualifications:
    • Minimum of 1 year of experience with a financial institution focusing on client service and sales.
    • High net worth client service and sales or investment administration experience desired.
    • BS/BA degree in Business, Finance or Economics desired.Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.Shift: 1st shift (United States of America)Hours Per Week: 40
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Keywords: Bank of America, Miami , Private Bank Associate - Investments, Other , Miami, Florida