Wealth Management Client Associate
@ Bank of America

Pittsburgh, PA
$85,000
On Site
Full Time
Posted 23 days ago

Your Application Journey

Personalized Resume
Apply
Email Hiring Manager
Interview

Email Hiring Manager

XXXXXXXXXX XXXXXXXXX XXXXXXXXX******* @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.

Apply without a personalized resume

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

Review banking operations fundamentals.
Study financial advisory service platforms.
Familiarize with risk management procedures.
Practice data entry and documentation accuracy.

Behavioral Questions

Describe a challenging client situation handled.
Explain team collaboration under pressure.
Share examples of attention to detail.
Discuss adapting to office culture changes.

Frequently Asked Questions