Bank Of America Product Specialist 

United States, New Jersey, Jersey City 

123518035

Job Description:

Job Description:
Managed Account Advisors (MAA) Client Advocate is dedicated to providing Financial Advisors a comprehensive solution to specific client unique requests. To accomplish this level of premier service our team requires an ambitious mind-set and a talent for outside-the-box thinking in order to determine how we can help satisfy the client’s and the Financial Advisor’s requests. The Client Advocate must possess excellent communication skills to ascertain the intent behind the phone engagement they’ve received, and then utilize their operational experience to ensure that all necessary parties (Financial Advisors, Discretionary Managers, various internal partners) have the information they need to complete the required tasks without creating any errors or adding unnecessary steps/time to the process.

• Act in a field-facing capacity as a representative of Managed Account Advisors
• Field inbound calls or respond to emails from Financial Advisors, Wealth Management Specialists, Client Relationship Managers, etc. and provide guidance around how they can accommodate their client’s request
• Process unique requests which require deviation from standard procedures
• Research inquiries from branches and provide detailed explanations for trading activity within client accounts
• Ensure the caller’s interaction with MAA is as efficient as possible by taking ownership of their inquiry or request from start to finish

Skills:

• 2-5+ years investment industry experience preferred
• Service support minded professional
• Trade experience
• Strong interpersonal, verbal, and written communication skills
• Ability to work independently or to coordinate with multiple teams
• Outstanding attention to detail
• Expert with Microsoft office suite of applications (Required)
• Bachelors Degree (Required )

• Active Listening
• Administrative Services
• Attention to Detail
• Research
• Usability Testing
• Data Collection and Entry
• Issue Management
• Networking
• Project Management
• Reporting
• Agile Practices
• Process Design
• Recording/Organizing Information
• Technical Documentation
• Written Communications

Bachelors Degree