What’s Bank of America like in terms of their business, the role, and the work culture?

Well, they provide operational and sales support to Financial Advisors, mainly working with affluent clients. They handle onboarding, maintain client accounts, and ensure a great client service experience. They’re also involved in leading clients’ digital experiences with the firm.

You’ll need to have your Series 7 and 66 licenses, or 63/65. Plus, they prefer candidates with at least 2 years of post-high school education or 4 years of relevant experience. An undergraduate degree is a bonus!

You can expect a fast-paced environment where responsibilities can change often. They’re looking for someone who’s energetic, self-motivated, and flexible in their thinking. It’s all about adapting and thriving in a dynamic setting!

Definitely! You should have a foundational knowledge of investment and banking products, be detail-oriented, and have strong communication skills. Familiarity with Microsoft Word, Excel, and PowerPoint is important, and knowing Salesforce is a plus!

Client experience is super important! You’ll be expected to consistently pursue excellence in how clients are treated, fulfilling their needs quickly and delivering complex solutions while handling sensitive information discreetly. It’s all about building trust and providing top-notch service!