Bank of America

Advanced Client Solutions Specialist

Bank of America

San Francisco, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Bank of America, we are looking for an Advanced Client Solutions Specialist to join our team and help our clients find the best solutions to their financial needs. The ideal candidate will have excellent problem solving and communication skills, as well as a passion for helping others. If you have the necessary qualifications and the drive to make a difference, we would love to hear from you.Qualifications:• Bachelor's degree in finance, economics, accounting, or a related field• 5+ years of experience working in a client-facing role• Proven track record of providing exceptional customer service• Advanced knowledge of banking, financial services, and investment products• Ability to analyze data and identify trends• Excellent written and verbal communication skills• Strong organizational and time management skills• Ability to work independently and collaboratively• A commitment to ongoing professional development and growth

Responsibilities:

  1. Develop and maintain relationships with Bank of America clients to understand their financial needs and provide best solutions.
  2. Analyze financial data and identify trends in order to make informed decisions.
  3. Deliver exceptional customer service while maintaining a positive relationship with clients.
  4. Utilize advanced knowledge of banking, financial services, and investment products to provide advice and guidance.
  5. Develop and implement strategies to meet client goals.
  6. Maintain an up-to-date knowledge of banking and financial trends and regulations.
  7. Collaborate with other departments to ensure that clients receive the best service.
  8. Manage time effectively to meet deadlines and ensure customer satisfaction.
  9. Participate in professional development activities to stay current on industry changes.
Where is this job?
This job is located at San Francisco, CA, USA
Job Qualifications
  • Strong Communication Skills

  • Knowledge Of Banking Products And Services

  • Proficiency In Microsoft Office

  • Bachelor's Degree In Business Or Related Field

  • Ability To Manage Multiple Projects Simultaneously

  • Proven Ability To Build And Maintain Customer Relationships

  • Advanced Knowledge Of Client Account Management

  • Experience With Customer Service And Sales

Required Skills
  • Project Management

  • Training

  • Networking

  • Communication

  • Sales

  • Reporting

  • Compliance

  • Analytical

  • Problem-Solving

  • Organizational

  • Technology

  • Negotiating

  • Relationship-Building

  • Strategic

  • Financial

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Advanced Client Solutions Specialist in San Francisco, CA, USA is between $75,000 and $95,000 per year. This range is based on the salaries of individuals with similar experience and qualifications in the same location.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 16th, 2023
Apply BeforeMay 22nd, 2025
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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