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!
Family Officer Senior Associate role - available in New York City or Dallas!
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:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees: participation in a work from home posture does not make you eligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Pay and benefits information
Pay range
$86,000.00 - $124,700.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.