• Job Description

  Req#: 25026569

  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.

  One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
  
  Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
  
  Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
  
  Job Description:
  This job is responsible for supporting select top performing Financial Center Financial Solutions Advisors (FC FSAs) by providing remote operations and brokerage assistance from the financial center, allowing advisors to prioritize building relationships with new and prospective clients. Key responsibilities include providing dedicated reactive and proactive brokerage support to FSAs, their clients, and prospects.
  
  Responsibilities:

  • Provides Financial Center Financial Solutions Advisors (FC FSAs) with ad-hoc inbound brokerage support including service requests, money movement, new account support, and expertise on Merrill Guided Investing with an Advisor (MGIA), Merrill Edge Select Portfolios (MESP), Merrill Guided Investing (MGI), and Merrill Edge Self-Directed (MESD) accounts.

  • Connects regularly with FSAs to build relationships with them and their clients by providing dedicated operational and sales support, such as account service, maintenance, and management and oversees the onboarding, funding, and enrollment process.

  • Conducts outreach to FSA clients to set up and confirm appointments, assists with managing the client relationship by increasing One-Team partnerships, improves book management, and serves as an additional point of contact to provide service activities.

  • Partners with support teams to conduct in-depth research and resolution of complex situations and escalations in a timely fashion.

  Required Qualifications:

  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

  • Builds and nurtures strong relationships.

  • Track record of setting and accomplishing goals.

  • Communicates effectively and confidently and is comfortable engaging all clients.

  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

  • Desire to learn, adapts to new information and seeks the right solutions for clients.

  • Efficiently manages your time and capacity.

  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

  • Able to cultivate and maintain working relationships with your peers and team environment.

  • Organized mindset when working with processes and workflow.

  Desired Qualifications:

  • Strong computer skills, able to multitask in a demanding environment.

  • At least three year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

  • Able to pass language certification in Mandarin or Spanish.

  Skills:

  • Issue Management

  • Relationship Building

  • Critical Thinking

  • Oral Communications

  • Prioritization

  • Policies, Procedures, and Guidelines

  • Active Listening

  • Attention to Detail

  • Consulting

  • Customer and Client Focus

  • Risk Management

  • Collaboration

  • Emotional Intelligence

  • Influence

  • Written Communications

  
  Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

  Pay Transparency details

  US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - Sacramento - 555 Capitol Mall - SACRAMENTO MAIN OFFICE (CA3117), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704)

  Pay and benefits information

  Pay range

  $35.48 - $40.36 hourly pay, offers to be determined based on experience, education and skill set.

  Discretionary incentive eligible

  This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

  Benefits

  This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

• About the company

  Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

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