Family Office Senior Associate

Company: Disability Solutions
Location: New York
Posted on: May 9, 2024

Job Description:

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Family Office Senior Associate - Primarily responsible for product fulfillment and day-to-day account administration in and analytical support. Prepares account summaries and performance reports for clients. Collects information to assist in developing client recommendations, collecting and organizing client data and generating reports and analysis. Understands the products and services offered to high net worth clients. Develop client service plans and ensure that they are maintained and executed. Responsible for all client relationship operations and activities under the supervision of senior relationship managers. Required 5-7 years working with HNW clients.Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Financial Processing
• Relationship Building
• Active Listening
• Attention to Detail
• Data and Trend Analysis
• Financial Accounting
• Presentation Skills
• Account Management
• Decision Making
• Oral Communications
• Problem Solving
• Written CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, New Britain , Family Office Senior Associate, Accounting, Auditing , New York, Connecticut