Wealth Management Client Associate
@ Bank of America

Naples, FL
$60,000
On Site
Full Time
Posted 23 days ago

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XXXXXXXX XXXXXXXXX XXXXXXX***** @bankofamerica.com
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Job Details

Job Overview

The Wealth Management Client Associate at Bank of America supports Financial Advisors by providing exceptional client service and customized solutions. Working in an in-office culture, you will address clients' service needs, ensuring accuracy and timeliness in communications and materials.

Responsibilities

  • Provide excellent client service and educate clients on banking and service offerings.
  • Ensure timeliness, accuracy, and completeness in client communications and materials.
  • Align practices with Bank of America's policies and risk management protocols.
  • Deepen client relationships and promote integration of banking services.
  • Support team activities and cover roles during absences as needed.

Skills & Requirements

Key skills include account management, client management, client focus, issue management, oral and written communications, business development, pipeline management, administrative services, and emotional intelligence.

Key Skills/Competency

  • Account Management
  • Client Management
  • Banking Services
  • Operational Excellence
  • Risk Management
  • Financial Advisory
  • Communication
  • Relationship Building
  • Administrative Support
  • Client Focus
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How to Get Hired at Bank of America

🎯 Tips for Getting Hired

  • Research Bank of America: Understand company values, culture, and mission.
  • Customize your resume: Highlight client service and advisory experience.
  • Emphasize communication skills: Demonstrate clarity and professionalism.
  • Prepare relevant examples: Use scenarios that showcase client focus.

📝 Interview Preparation Advice

Technical Preparation

Review client management systems functionalities.
Practice using banking software tools.
Study compliance and risk management procedures.
Prepare accurate client data handling methods.

Behavioral Questions

Describe a challenge in client service.
Explain your teamwork experience in office settings.
Discuss handling conflicting client priorities.
Share an example of detailed client documentation.

Frequently Asked Questions