Client Service Associate

Job Title: Client Service Associate (CSA) at Bank of America. The role is a sales support position that provides dedicated operational and sales support to multiple Financial Advisors (FAs). The CSAs work co‑located at a central site and report into the Market CRM but are supervised by a Client Service Lead. For the initial launch, there will be one lead with three teams of CSAs reporting in. Responsibilities End‑to‑end onboarding process, including systems, documentation, and follow‑up New account opening and maintenance Phone coverage for assigned advisors IAP enrollment and maintenance Process and manage client servicing requests and account maintenance Drive digital client engagement Use Salesforce to track daily activities Required Skills Minimum of 1+ years of professional or relevant internship experience Knowledge of investment and banking products, policies & procedure Strong client service & technical skills (MS Word & Excel) Strong communication, time management, and organizational skills Shift: 1st shift (United States of America) Hours per week: 37.5 Desired Skills Undergraduate degree Detailed oriented, highly motivated individual who enjoys multi‑tasking in a fast‑paced environment Strong technological skills Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Company Overview Bank of America is committed to responsible growth and creating a diverse and inclusive workplace. We invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. #J-18808-Ljbffr