Private Bank Associate
Company: Bank of America
Location: Conshohocken
Posted on: April 1, 2026
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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. We do this by driving Responsible Growth and
delivering for our clients, teammates, communities and shareholders
every day. Being a Great Place to Work is core to how we drive
Responsible Growth. This includes our commitment to being an
inclusive workplace, attracting and developing exceptional talent,
supporting our teammates’ physical, emotional, and financial
wellness, recognizing and rewarding performance, and how we make an
impact in the communities we serve. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Bank of America, you can build a successful
career with opportunities to learn, grow, and make an impact. Join
us! Job Description: This job is responsible for supporting all
client needs including discussions and/or activities. Key
responsibilities include monitoring and executing tasks required to
fulfill the client service plan and meet day-to-day inquiries from
the client. Job expectations include managing 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 an
integrated service experience to the client. Responsibilities: •
Supports and facilitates personal and non-personal client requests
related to banking, credit, and investment products to achieve
Private Bank client experience standards, including fulfillment of
client needs and expectations across all products • Partners with
their team to coordinate with specialists, including trust, family
office, investments, and custody officers, as well as centralized
service centers to deliver an integrated service experience to the
client including identifying and resolving client issues in an
effective and timely manner • Adheres to the Private Bank and
Enterprise risk framework and complies with regulatory and legal
requirements, while assisting with the Private Bank client
management process and servicing accounts and portfolios •
Responsible for providing administrative and analytical support to
Portfolio Manager(s) • Provide support for completing activities
such as investment action plans, new account reviews, and other
proactive account Reg. 9 review Qualifications: Minimum of 1 year
of experience with a financial institution focusing on client
service and sales High net worth client service and sales
experience desired BS/BA degree in Business, Finance or Economics
desired Skills: Account Management Attention to Detail
Collaboration Recording/Organizing Information Written
Communications Active Listening Adaptability Customer and Client
Focus Issue Management Prioritization Critical Thinking Customer
Experience Improvement Decision Making Pipeline Management Minimum
Education Requirement: High School Diploma / GED / Secondary School
or equivalent Shift: 1st shift (United States of America) Hours Per
Week: 40
Keywords: Bank of America, Lower Merion , Private Bank Associate, Accounting, Auditing , Conshohocken, Pennsylvania
