Bank of America Managed Account Advisors Client Advocate in Jersey City, New Jersey

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.

Core Responsibilities:

  • Field inbound calls 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

  • Act in a field-facing capacity as a representative of Managed Account Advisors

  • 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

Experience:

· 1+ years investment industry experience

· Back office operations/Trade Support experience preferred

· Strong interpersonal, verbal, and written communication skills

· Ability to work independently or to coordinate with multiple teams

· Outstanding attention to detail

· Familiarity with Microsoft Office Suite required

· Experience with APL portfolio management software preferred

Education:

· Bachelor’s degree

Posting Date : 06/13/2018

Location :

Jersey City, NJ, 101 HUDSON ST (NJ2101),

  • United States

Travel : Yes, 5% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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