Bank of America US Trust Client Sales and Service Officer I (Florham Park, NJ) in Florham Park, New Jersey
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
The Client Sales and Service Officer has primary responsibility for supporting all client post sales activities, by monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. The CSSO manages the execution of client service activities such as initiating and monitoring account opening and asset transfers; handling client inquiries; and coordinating with specialists and service centers to deliver an integrated service to the client. Minimum of 3-5 years' experience required with a financial institution focusing on client service and sales, preferably in the high net worth space. Unlicensed. This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Minimum of 3-5 years experience required with a financial institution focusing on client service and sales.
Outstanding written and verbal communication skills
MS Office experience (Excel, Outlook and PowerPoint.)
Strong understanding of and experience in banking, lending and investment products
Ability to analyze client account activity to identify account growth opportunities.
Experience in the high net worth space preferable
Posting Date : 02/16/2017
Location : US-NJ-Florham Park
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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