Wealth Management Client Associate, Rome Lazio

Wealth Management Client Associate, Rome
Roma
Lazio, Lazio

Wealth Management Client Associate, RomeClient:Bank of AmericaLocation:RomeJob Category:Customer ServiceEU work permit required:YesJob Reference:34e19b26de6aJob Views:11Posted:08. 02. 2025Expiry Date:25. 03. 2025Job Description:Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.

Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk. Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA. Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset. Skills:Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift: 1st shift (United States of America)Hours Per Week: 37. 5Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.

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