Client Service Associate - Year Up
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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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.
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
Required Background
Must be a current Year Up intern at Bank of America
Shift:
1st shift (United States of America)Hours Per Week:
37.5Recommended Jobs
Progressive Roofing - Commercial Roofer - Flagstaff, AZ
Title: Progressive Roofing - Commercial Roofer - Flagstaff, AZ Location: Flagstaff, AZ, USA Salary: $20.00 - $28.00/hour We are growing and looking for the best of the…
CDL-A OTR Driver | Home Every Other Weekend | No Touch Freight
Position Overview: We're hiring Class A CDL drivers for a nationwide Over-the-Road position with consistent freight, flexible miles, and reliable support. This role offers no- touch freight, home…
Coupa Administrator / Accounts Payable Analyst
Coupa Administrator / Accounts Payable Analyst Join a Dynamic Corporate Accounting Team! Location: Phoenix, AZ (Corporate Office) Hybrid. Are you a Coupa expert ready to make a significant imp…
(VIRTUAL ) Benefit Specialist- Signing Bonus if already Licensed!
Job Description Job Description Do you currently have a Life insurance license? If not, we will help you get your license. Our industry has changed so much in the last 3 years. Agents are able to…
Infrastructure Systems Engineer
Calling all innovators – find your future at Fiserv. We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial …
Pastry Cook
Pastry Cook – The Americano The Americano is seeking a passionate and detail-oriented Pastry Cook to join our team. This role is ideal for someone who takes pride in precision, creativity, and…
Lead Installer HVAC
Company Overview Champion Air has been a trusted provider of heating and cooling systems in the Phoenix Metro area since 1982. We pride ourselves on our industry expertise, mentoring culture, and co…
Catering Team Lead
Job Discription: Position Purpose: Working with the Deli/Bistro Team Lead and Executive Chef, the Catering Team Lead and Assistant Catering Team Lead will effectively direct and oversee all cater…
Commissioning Manager - Mission Critical
GCON is seeking an experienced Data Center Commissioning Manager to oversee the planning, execution, and delivery of commissioning for complex mission-critical projects. This role is ideal for a seaso…
HVAC Project Lead/ Superintendent
Job Description Job Description Ideal Candidate: We are seeking a skilled and experienced HVAC Project Lead/ Superintendent with expertise in design, installation, and service of mechanical sy…