Client Service Associate

Bank of America

3.2

(114)

Chandler, AZ

Why you should apply for a job to Bank of America:

  • 57% say women are treated fairly and equally to men
  • 74% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.
  • #JR-25015603

    Position summary

    erica, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

    Job Description:
    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

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    37.5

    Learn more about this role

    Why you should apply for a job to Bank of America:

  • 57% say women are treated fairly and equally to men
  • 74% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.