Wealth Management Client Associate

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.