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About the Role

The Private Bank Senior Associate (PBSA) is a specialist position supporting complex client needs, monitoring and executing client service plans, and handling day-to-day inquiries. The PBSA leverages expertise to manage client service activities, including account opening, asset transfers, and coordinating with specialists to deliver integrated service.

Responsibilities

• Actively support Client Teams in delivering high-quality banking, credit, trust, fiduciary, and investment services to complex Private Bank clients.
• Support fulfillment of large and/or complex client needs across all products.
• Serve as a "triage" point for specialists and service centers for account setup, monitoring, maintenance, wire processing, business and credit card applications, foreign currency orders, and credit and lending.
• Coordinate with specialists (Trust, Family Office, Investments, Custody) and service centers to deliver integrated service and resolve issues.
• Initiate and monitor complex client onboarding, including account opening and asset transfer.
• Handle client inquiries related to onboarding, KYC refresh, and ongoing requests.
• Facilitate digital engagement and fulfillment.
• Interact with clients to complete transactions and account maintenance.
• Manage and execute client transactions for business and individual Bank, credit, and investment products, ensuring adherence to audit and compliance standards.
• Participate in Client Management Process (CMP) activities, supporting a branded client experience and meaningful interactions.
• Develop referrals for credit and Bank products.
• Support Client Team in sales support and administrative functions, including pipeline reporting, marketing, business development, client presentations, expense management, and event coordination.
• Ensure adherence to internal policies and legal/regulatory requirements, including client verification.

Requirements

• Minimum of 3-5 years of Private Banking administrative experience focusing on high net worth client service, support, and sales required.
• Ability to successfully complete assessment of critical skills.

Skills

• Account Management
• Attention to Detail
• Customer and Client Focus
• Prioritization
• Written Communications
• Active Listening
• Adaptability
• Critical Thinking
• Decision Making
• Issue Management
• Collaboration
• Customer Experience Improvement
• Recording/Organizing Information
• Referral Identification

Location

• US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159)
• US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)
• US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)
• US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100)

Work Type

• 1st shift
• 40 hours per week

Experience Level

• 3-5 years

Education Level

• BS/BA degree in Business, Finance or Economics desired
• High School Diploma / GED / Secondary School or equivalent

Salary/Compensations

• $30.45 - $48.08 hourly pay
• Discretionary incentive eligible
• Eligible for annual discretionary award based on performance

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support

About the Company

• At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
• We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day.
• We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success.
• We value the unique perspectives individuals bring from all backgrounds and career paths.
• Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
• At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

• 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.