1 day old

Internal Wealth Management Service Associate

Bank of America
Pennington, NJ
  • Job Code
Company Bank of America

Job Title Internal Wealth Management Service Associate

Jobid bankofamerica-18005720PenningtonNJ

Location: Pennington, NJ, 08534, USA

Description **Job Description:**


The Internal Wealth Management Service Associate will assist the WMS Sales Desk and ISG Product Management deliver on firm initiatives. Additionally, the IWMSA will support Financial Advisors and Client Associates with request on supporting the Firm’s clients.

**Responsibilities include (but are not limited to) the following:**

+ Use approved internal & third party approved tools to assist the WMS and their Financial Advisors in support of the Firm’s clients.

+ Proactively contact Financial Advisors with service oriented phone calls, examples of these phones include (but are not limited to) the following;

+ Assist in addressing outstanding variances

+ Changes to Investment Strategies (on hold, closed)

+ The Internal Wealth Management Service Associate will partner with the Wealth Management Sales Team to support overall team objectives.

+ Internal Wealth Management Service Associate is expected to record all of their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.

**Required Skills:**

+ 4 year degree required, preferably Finance focused

+ 1- 2 years sales experience preferred

+ 1 - 2 years experience in financial services industry preferred

+ Series 7 and 63/65 or 66 preferred, or must be willing to obtain within 120 days of start date

+ Knowledge of professionally managed investment products and/or wealth management business preferred

+ Knowledge of all ML product websites, hypothetical/illustration tools, literature preferred

+ Ability to work under pressure, meet deadlines and meet clearly defined measurements

+ Strong communication, interaction and presentation skills required

+ Highly proficient in Microsoft Office suite with an emphasis on excel for data manipulation

+ Be flexible and adaptable

+ Self-motivated, positive attitude and high energy are a must

+ Ability to work effectively in a team environment while achieving individual goals

+ Must display a passion for achieving aggressive goals in innovative and highly professional ways

**Posting Date** : 02/12/2018

**Location** :


- United States

**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.


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Internal Wealth Management Service Associate

Bank of America
Pennington, NJ

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Internal Wealth Management Service Associate

Bank of America
Pennington, NJ

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