Job Description
Job Description: 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!
Job Description: Managed Account Advisors (MAA) Client Advocate is dedicated to providing Financial Advisors a comprehensive solution to specific client unique requests. To accomplish this level of premier service our team requires an ambitious mind-set and a talent for outside-the-box thinking in order to determine how we can help satisfy the client’s and the Financial Advisor’s requests. The Client Advocate must possess excellent communication skills to ascertain the intent behind the phone engagement they’ve received, and then utilize their operational experience to ensure that all necessary parties (Financial Advisors, Discretionary Managers, various internal partners) have the information they need to complete the required tasks without creating any errors or adding unnecessary steps/time to the process.
- Act in a field-facing capacity as a representative of Managed Account Advisors
- Field inbound calls or respond to emails from Financial Advisors, Wealth Management Specialists, Client Relationship Managers, etc. and provide guidance around how they can accommodate their client’s request
- Process unique requests which require deviation from standard procedures
- Research inquiries from branches and provide detailed explanations for trading activity within client accounts
- Ensure the caller’s interaction with MAA is as efficient as possible by taking ownership of their inquiry or request from start to finish
Skills: - 2-5+ years investment industry experience preferred
- Service support minded professional
- Trade experience
- Strong interpersonal, verbal, and written communication skills
- Ability to work independently or to coordinate with multiple teams
- Outstanding attention to detail
- Expert with Microsoft office suite of applications (Required)
- Bachelors Degree (Required )
- Active Listening
- Administrative Services
- Attention to Detail
- Research
- Usability Testing
- Data Collection and Entry
- Issue Management
- Networking
- Project Management
- Reporting
- Agile Practices
- Process Design
- Recording/Organizing Information
- Technical Documentation
- Written Communications
Minimum Education Requirement: Bachelors Degree
Shift: 1st shift (United States of America)
Hours Per Week: 40
Job Tags
Work at office, Shift work, Day shift,