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
Full Stack Developer - Chandler, AZ
WORLD WIDE PROFESSIONAL SOLUTIONS is a project solutions organization committed to implementing lean constructions, collaborative contracting, and execution approaches to enable breakthroughs in per…
Account Executive
Job Description The Account Executive is responsible for achieving their quarterly and annual sales plan by securing new client appointments and optimally building a sales pipeline through continu…
Overnight Certified Caregiver/Med Tech
Job Description Job Description Shift from 7:15 PM - 6:15 AM Managing medication passes during the night Rounds every 2 hours and as needed depending on care required Checking residents,…
Direct Care Provider
Job Description Job Description About The Company: Direct care provider for youth girls ages 6 to 14. Applicants will provide care to children /youth with moderate to severe behavioral problem…
Inpatient Rehab Physical Therapist
Physical Therapist - Inpatient Rehab - Travel Position Location: Kingman, AZ Job Type: Travel Contract Duration: 13 weeks Shift: 5x8s Days Pay: $2,195/week Job Description We are seeking a d…
Therapist - Arizona
Job Description Job Description Talkiatry’s mission is to transform psychiatry with accessible, human, and responsible care. We’re a national mental health practice co-founded by a patient and a …
Vendor Relationship Specialist
🌎 Change the world. Get paid for it . At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matte…
Family Nurse Practitioner or Physician Assistant in Chinle, AZ
OPPORTUNITY PsyPhyCare, a division of Business Staffing of America, Inc., is seeking to fill a position with a Family Nurse Practitioner or Physician Assistant for a client in Chinle, AZ 86503 . …
Sales Associate II
Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful thing…
PT Seasonal Associate: Tori Richard
About the Brand Tori Richard is a Honolulu-based luxury resort wear brand founded in 1956 by Mort Feldman, Janice Moody, and Mitsue Aka. Initially focused on women's resort apparel, the brand exp…