Bank of America Managed Account Advisors Client Advocate in Jersey City, New Jersey
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.
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
· 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
· Bachelor’s degree
Posting Date : 06/13/2018
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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