Private Bank Associate/Trust - Boston

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!Job Summary:The Private Bank Associate (PBA) is a generalist position that has primary responsibility for supporting all client needs including discussions and/or activities. PBAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client.The PBA manages the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver integrated service to the client.Responsibilities:Actively support Client Teams in delivering consistently high-quality banking credit, trust, fiduciary, and/or investment services to Private Bank clients.Work with Trust Officer(s) to manage fiduciary/trust relationships, meeting client needs and expectations.Perform servicing and account maintenance activities primarily related to trust/fiduciary, including PACE/Trust Web accounting transactions, deposits/transfers, etc.Support fulfillment of clients’ needs across all products and serve as a “triage” point for specialists and service centers, including account setup, monitoring and maintenance, wire processing, and credit applications.Coordinate with specialists including Trust, Family Office, Investments, and Custody officers to deliver integrated service and resolve issues effectively and timely.Initiate and monitor client onboarding, handle inquiries related to the onboarding process, KYC refresh, and ongoing requests.Interact with clients to complete necessary transactions (e.g., deposits, money movement, transfers) and account maintenance.Manage and execute client transactions with respect to Bank products, ensuring compliance with audit and regulatory standards.Participate in Client Management Process (CMP) activities to support delivering a branded client experience.Develop referrals for credit and Bank products.Support Client Team in all sales support and administrative functions as needed.Ensure adherence to all internal policies and compliance with legal and regulatory requirements.Qualifications:Minimum of 1-3 years of experience with a financial institution focusing on client service and sales.Ability to successfully complete assessment of critical skills.BS/BA degree in Business, Finance, or Economics desired.Skills:Account ManagementAttention to DetailCollaborationRecording/Organizing InformationWritten CommunicationsActive ListeningAdaptabilityCustomer and Client FocusIssue ManagementPrioritizationCritical ThinkingCustomer Experience ImprovementDecision MakingMinimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent.Shift:

1st shift (United States of America)Hours Per Week:

40

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