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The role involves supporting account creation, onboarding, and maintenance while providing effective operations support and assisting in training team members. It emphasizes process control, collaboration, and enhancing client satisfaction.

Provide operational support for securities and derivatives, handling trading activities, ensuring compliance, and maintaining data accuracy. Collaborate with global teams and manage trade processing and settlement operations.

Provide customized financial advice, triage client leads, build financial plans, and recommend investment products to help clients achieve their financial goals.

The role involves providing financial advice, building financial plans, and recommending products to clients, while maintaining regulatory compliance.

Manage trade product risk management, collaborate with stakeholders, lead audits, support governance, and improve processes in the global trade organization.

The Wealth Management Client Associate supports Financial Advisors by providing excellent client service, managing operational needs, and fostering client relationships.

Conduct security assessments for third-party vendors, evaluate risks, communicate findings, and maintain documentation for compliance with Bank of America standards.