Wealth Management Client Associate @ Bank of America
placePittsburgh, PA
attach_money $85,000
businessOn Site
scheduleFull Time
Posted 2 days ago
Your Application Journey
Interview
Email Hiring Manager
******* @bankofamerica.com
Recommended after applying
Job Details
Job Overview
The Wealth Management Client Associate at Bank of America supports Financial Advisors in delivering comprehensive wealth management services. This role focuses on client service support, operational excellence, and risk management while providing customized solutions to meet client needs.
Responsibilities
- Provide excellent client service by educating clients on banking and service offerings.
- Ensure timeliness, accuracy, and completion of client materials.
- Align practices with bank policies to support operational excellence and risk management.
- Maintain and deepen client relationships by promoting the bank's offerings.
- Support day-to-day team activities and cover roles during absences.
Skills & Competencies
Key skills include Account Management, Client Management, Customer Focus, Issue Management, Oral and Written Communications, Business Development, Client Solutions Advisory, Pipeline Management, Prioritization, and Administrative Services.
Key skills/competency
- Account Management
- Client Management
- Customer Focus
- Issue Management
- Oral Communications
- Written Communications
- Business Development
- Operational Excellence
- Risk Management
- Team Support
Additional Information
This position is an in-office role with specific attendance requirements, ensuring a culture driven by transparency and diversity. Applicants should be prepared for a dynamic role supporting multiple Financial Advisors.
How to Get Hired at Bank of America
🎯 Tips for Getting Hired
- Customize your resume: Highlight relevant wealth management experience.
- Research Bank of America's culture: Study their mission and values.
- Prepare examples: Demonstrate client service excellence in interviews.
- Emphasize operational skills: Showcase your risk management capabilities.
📝 Interview Preparation Advice
Technical Preparation
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Review banking operations fundamentals.
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Study financial advisory service platforms.
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Familiarize with risk management procedures.
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Practice data entry and documentation accuracy.
Behavioral Questions
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Describe a challenging client situation handled.
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Explain team collaboration under pressure.
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Share examples of attention to detail.
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Discuss adapting to office culture changes.
Frequently Asked Questions
What are the primary responsibilities for the Wealth Management Client Associate at Bank of America?
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What skills are most important for a Wealth Management Client Associate at Bank of America?
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How should candidates prepare for an in-office role at Bank of America?
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What is the work culture like for a Wealth Management Client Associate at Bank of America?
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