Back to Jobs search

Client Service Associate - Year Up

Bank of America • Chandler, AZ • 3h ago

Chandler, Arizona

To proceed with your application, you must be at least 18 years of age.

Acknowledge

Refer a friend

To proceed with your application, you must be at least 18 years of age.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Client-Service-Associate---Year-Up_25044183-1)

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.

At Bank of America, 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

Required Background

Must be a current Year Up intern at Bank of America

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Similar Jobs

NAM Supply Chain Project Manager

RES • Phoenix, AZ • 1h ago

Management & Administrative

Description We are committed to building a workplace where everyone feels heard and respected, and extending our culture of care so that every individual can reach their full potential. We want you to have a sense of bel...

1h ago

Go to Apply

Supply Chain and Operations Consulting - Logistics Manager - Transportation Management

Accenture • Scottsdale, AZ • 1h ago

Management & Administrative

This role can sit anywhere in the US as long as it is near an Accenture Corporate Office We Are:Supply Chain & Operations, and we move fast, think fast, and work fast. Our Fortune 500 clients require digital transfor...

1h ago

Go to Apply

Manager Supply Chain 2

Northrop Grumman • Mesa, AZ • 1h ago

Management & Administrative

RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: None TRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on revolutionary system...

1h ago

Go to Apply

Supply Chain and Operations Consulting - Logistics - Associate Director - Transportation Management

Accenture • Scottsdale, AZ • 1h ago

Management & Administrative

This role can sit anywhere in the US as long as it is near an Accenture Corporate Office We Are:The Accenture Supply Chain & Operations Logistics team is redefining how companies innovate within the supply chain. Our...

1h ago

Go to Apply

Account Manager - Commercial Lines

HUB International • Scottsdale, AZ • 2h ago

Management & Administrative

About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management...

2h ago

Go to Apply

Industry & Function AI Decision Science Manager or Senior Manager

Accenture • Scottsdale, AZ • 7h ago

Management & Administrative

Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth, a...

7h ago

Go to Apply

Senior Site Reliability Dev Ops Engineer- Industries Engineering Services (IES)

Oracle • Phoenix, AZ • 7h ago

Management & Administrative

Job Description Industries Engineering Services (IES) is hiring in its IES Federal Compute, Virtualization and Storage organization! This team will focus on product automation of Infrastructure, sustainability, and troub...

7h ago

Go to Apply

CT National Sales Manager

UMB Bank • Phoenix, AZ • 8h ago

Management & Administrative

The Specialty Corporate Trust (SCT) National Sales Manager is responsible for sales and account management under the specialty corporate trust division. Identify and strategize on the development of new products (municip...

8h ago

Go to Apply

Territory Sales Manager

Chadwell Supply • Phoenix, AZ • 9h ago

Management & Administrative

Smart, Innovative, and Hard-working? Perfect! We are growing and need the right people with the right mindset. Join our family and find a home where you will enjoy working with your peers, be challenged to work hard, and...

9h ago

Go to Apply

Wireless Sales Manager

Acosta Group • Queen Creek, AZ • 9h ago

Management & Administrative

DESCRIPTION Drive sales through personalized wireless solutions and customer education. Premium Retail Services operates in more than 1200 Walmart Supercenter locations across North America, with a dedicated sales team o...

9h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.