Client Service Associate - Bilingual Spanish, Portuguese or Mandarin preferred

Overview This role provides shared client service support to potentially multiple Financial Advisors, serving as the primary point of contact for client service needs and ensuring operational excellence and client advocacy. Responsibilities Provide excellent client service by educating clients on all bank service and banking offerings. Ensure timeliness, accuracy, and completeness of client materials and follow up on all client andFArequests. Assist in maintaining practices aligned with bank policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships, emphasizing bank offerings and promoting integration of banking into day‑to‑day practices. Support day‑to‑day team activities, covering roles during absences or seasonal increases, while leading with a client‑first mindset. Minimum Qualifications Minimum of one year of experience in client servicing operations or in the banking/financial industry. Proficiency in Microsoft Word and Excel. High School Diploma / GED / Secondary School or equivalent. Desired Qualifications Bilingual in Spanish, Portuguese, or Mandarin. Bachelor’s Degree in a related field. Knowledge of investment and banking products, policies and procedures. Flexible and adaptable to changing business needs and evolving job expectations. Strong technological skills. Key Skills Account and client management Customer and client focus Issue management Oral communications Business development Client solutions and advisory Pipeline management Prioritization Administrative services Emotional intelligence Time management Organization and detail orientation Multi‑tasking Shift & Hours 1st shift (United States of America) – 37.5 hours per week. Compensation Hourly pay range: $28.75 – $40.00, determined by experience, education, and skill set. Discretionary incentive eligibility: employees may receive an annual discretionary award based on performance and contributions. Benefits This role is benefits eligible. Benefits include industry‑leading offerings, paid time off, and resources to support employees’ physical, emotional, and financial well‑being. Equal Opportunity Statement We are an equal opportunity employer. #J-18808-Ljbffr Bank of America