Bank of America Sr. Client Officer - Santa Barbara, CA Areas in Santa Barbara, California

Job Description:

Partner and provide proactive dedicated operational and sales support for Field Based Financial Solutions Advisor

Perform diverse administrative functions such as handling account opening and sending documentation to client for signature, inputting post-discovery client profile data into Siebel system, following up on client information and paperwork

Assist with client engagement and communicate effectively to gather or convey relevant information

Demonstrate strong organizational and technical skills

Requires a minimum of FINRA Series 7 and Series 66 licensing

Posting Date : 03/20/2017

Location : US-CA-Santa Barbara

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Assistance for Applicants with Disabilities

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Frequently Asked Questions

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.