Private Bank Associate
On-siteMiami, Florida, United States
Job Summary
Monitor and execute tasks to fulfill client service plans and address day-to-day inquiries for high net worth clients. Initiate and track account openings, asset transfers, and other banking, credit, and investment product requests while coordinating with specialists, trust officers, and service centers to deliver an integrated experience. Identify and resolve client issues effectively and timely, ensuring compliance with Private Bank risk frameworks and regulatory requirements. This role operates in a 1st shift with 40 hours per week in an in-office environment at Bank of America, where candidates support personal and non-personal client requests across all products.
Required Qualifications
- Minimum of 1 year of experience with a financial institution focusing on client service and sales
Desired Qualifications
- High net worth client service and sales experience desired
- BS/BA degree in Business, Finance or Economics desired
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