Family Office Senior Associate
Company: Disability Solutions
Location: New York
Posted on: May 9, 2024
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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:
Keywords: Disability Solutions, Hoboken , Family Office Senior Associate, Accounting, Auditing , New York, New Jersey
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