Talent.com
Wealth Management Client Associate - Mandarin Language Required

Wealth Management Client Associate - Mandarin Language Required

Bank of AmericaPasadena, CA, US
8 days ago
Job type
  • Full-time
Job description

Bank Of America Client Service Support

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!

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities :

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills :

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications
  • Mandarin Speaker Required

    Minimum Education Requirement : High School Diploma / GED / Secondary School or equivalent

    The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; FINRA

    Shift : 1st shift (United States of America)

    Hours Per Week : 37.5

    Pay Transparency details US - CA - Pasadena - 800 E COLORADO BLVD (CA9810) Pay and benefits information Pay range $25.00 - $37.00 hourly pay, 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.

    Create a job alert for this search

    Wealth Management Associate • Pasadena, CA, US

    Related jobs
    • Promoted
    J.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area)

    J.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area)

    JPMorganChaseLos Angeles, CA, US
    Full-time
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show moreLast updated: 30+ days ago
    Education Sales Consultant - Mandarin Speaking (Remote)

    Education Sales Consultant - Mandarin Speaking (Remote)

    Crimson EducationCalifornia, California, US
    Remote
    Full-time
    Quick Apply
    Building the World’s Leaders of Tomorrow.Creating the Education system for the 22nd Century.What this role is responsible for : . This role is responsible for sales consultation with Chinese-speaking ...Show moreLast updated: 30+ days ago
    • Promoted
    35P Cryptologic Linguist

    35P Cryptologic Linguist

    U.S. ArmyLong Beach, CA, United States
    Full-time
    As a Signals Intelligence Voice Interceptor, you’ll use your skills as a linguist to identify, categorize, translate, and summarize foreign language communications from a specific location.You’ll a...Show moreLast updated: 8 days ago
    Business Development Specialist - Mandarin Speaking

    Business Development Specialist - Mandarin Speaking

    HungryPandaLos Angeles, CA, US
    Full-time
    Quick Apply
    About HungryPanda Headquartered in London, the UK, HungryPanda is a specialist food delivery platform to providing authentic Chinese food and groceries to Chinese compatriots and students abroad si...Show moreLast updated: 17 days ago
    • Promoted
    Case Manager (Bilingual in Mandarin)

    Case Manager (Bilingual in Mandarin)

    SPECIAL SERVICE FOR GROUPSLos Angeles, CA, US
    Full-time
    The Case Manager will be responsible for providing direct program implementation activities as an integral part of the agency’s Behavioral Health and Support Services unit under the direct su...Show moreLast updated: 30+ days ago
    • Promoted
    Fixed Income Product Associate

    Fixed Income Product Associate

    Redline Associates, Inc.Newport Beach, CA, United States
    Full-time
    The company is seeking a Product Associate to assist with efforts on the Public Strategy Fixed Income product team.This position will work with and support the Product Strategy Group and the Fixed ...Show moreLast updated: 30+ days ago
    Advertising Sales – Mandarin Speaking Job at HungryPanda in Los Angeles

    Advertising Sales – Mandarin Speaking Job at HungryPanda in Los Angeles

    MediabistroLos Angeles, CA, United States
    HungryPanda is an online food delivery platform aimed to serve overseas Chinese consumers and merchants.Connecting business to consumers via our state of the art online platform and industry-leadin...Show moreLast updated: 2 days ago
    Marketing Intern (Paid) - Mandarin Speaking

    Marketing Intern (Paid) - Mandarin Speaking

    HungryPandaIrvine, CA, US
    Full-time +1
    Quick Apply
    About HungryPanda Headquartered in London, the UK, HungryPanda is a specialist food delivery platform to providing authentic Chinese food and groceries to Chinese compatriots and students abroad si...Show moreLast updated: 30+ days ago
    Mandarin Speaking Physical Therapist PT for Home Health

    Mandarin Speaking Physical Therapist PT for Home Health

    FeldCare ConnectsPasadena, CA, US
    Full-time
    Quick Apply
    FeldCare Connects, an app-based referral network, is seeking an enthusiastic, self-motivated Armenian-speaking Physical Therapist to deliver quality home healthcare to patients of all ages.T...Show moreLast updated: 30+ days ago
    • New!
    Capital Markets Unsecured Funding Associate

    Capital Markets Unsecured Funding Associate

    Hyundai Capital AmericaUSA, California, Irvine
    Full-time
    Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis,...Show moreLast updated: 6 hours ago
    • Promoted
    • New!
    Associate, Investment Management (Los Angeles Office)

    Associate, Investment Management (Los Angeles Office)

    Invesco USNewport Beach, CA, United States
    Full-time +1
    As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment ma...Show moreLast updated: 16 hours ago
    • Promoted
    J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA (Seventh and Fig)

    J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA (Seventh and Fig)

    JPMorganChaseLos Angeles, CA, US
    Full-time
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show moreLast updated: 30+ days ago
    Business Development Associate - Bilingual in Chinese

    Business Development Associate - Bilingual in Chinese

    Universal ProcessingArcadia, CA, US
    Full-time
    Quick Apply
    Are you ready to go uP? We are named in Top Workplaces NYC for 2024 We are one of the winners of USPAACC’s Fast 100 Asian American Business awards We are recognized as one of the Top 50...Show moreLast updated: 30+ days ago
    • Promoted
    Associate (Corporate / Private Equity)

    Associate (Corporate / Private Equity)

    Percy TowersLos Angeles, CA, US
    Full-time
    Corporate Private Equity / M&A Associate.Corporate – Mergers & Acquisitions / Private Equity.Hybrid based on firm policy. full-time with standard billable expectations (~2,000+ annually...Show moreLast updated: 30+ days ago
    Mandarin Speaking Physical Therapist (PT) for Home Health

    Mandarin Speaking Physical Therapist (PT) for Home Health

    FeldCare ConnectsCerritos, CA, US
    Full-time
    Quick Apply
    FeldCare Connects, an app-based referral network, is seeking an enthusiastic, self-motivated Spanish Speaking Physical Therapist to deliver quality home healthcare to patients of all ages.Th...Show moreLast updated: 7 days ago
    Business Development Manager - Bilingual Mandarin

    Business Development Manager - Bilingual Mandarin

    Luminys Systems CorporationIrvine, California, United States
    Full-time
    Quick Apply
    At Luminys Systems Corporation, we combined exceptional customer service with cutting-edge technology to furnish our clients with superior solutions and services. Our all-encompassing offerings feat...Show moreLast updated: 30+ days ago
    • Promoted
    J.P. Morgan Wealth Management - Private Client Advisor - Irvine and Mission Viejo, CA

    J.P. Morgan Wealth Management - Private Client Advisor - Irvine and Mission Viejo, CA

    JPMorganChaseIrvine, CA, US
    Full-time
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show moreLast updated: 30+ days ago
    • Promoted
    Asset Management & Investment Associate

    Asset Management & Investment Associate

    Shin Yen Retail Property ManagementChino, CA, US
    Full-time
    Commercial Real Estate - Asset Management & Investment Associate - Job Description (Exempt).Shin Yen Retail Property Management is a premier commercial real estate company with a growing portfo...Show moreLast updated: 1 day ago
    Advertising Sales - Mandarin Speaking Job at HungryPanda in Los Angeles

    Advertising Sales - Mandarin Speaking Job at HungryPanda in Los Angeles

    MediabistroLos Angeles, CA, United States
    Full-time
    HungryPanda is an online food delivery platform aimed at serving overseas Chinese consumers and merchants.Connecting businesses to consumers via our state-of-the-art online platform and industry-le...Show moreLast updated: 30+ days ago
    Advertising Sales - Mandarin Speaking

    Advertising Sales - Mandarin Speaking

    HungryPandaLos Angeles, CA, US
    Full-time
    Quick Apply
    Founded in 2017, HungryPanda is currently the largest overseas Asian food delivery platform.HungryPanda has expanded to more than 80 cities in 10 countries : . Canada, Australia, New Zealand, Japan, S...Show moreLast updated: 30+ days ago