Client Service Associate
| Company | Bank of America |
|---|---|
| Location | Chandler, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior |
Requirements
- Minimum of 1+ years of professional or relevant internship experience
- Knowledge of investment and banking products, policies & procedures
- Strong client service & technical skills (MS Word & Excel)
- Strong communication, time management, and organizational skills
Responsibilities
- 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
Preferred Qualifications
- 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