Wealth Management Client Associate
@ Bank of America

Palo Alto, CA
$70,000
On Site
Full Time
Posted 22 days ago

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XXXXXXXX XXXXXXXXXXX XXXXXX***** @bankofamerica.com
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Job Details

Overview

At Bank of America, our purpose is to help make financial lives better through every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day.

Role Description

The Wealth Management Client Associate provides client service support to multiple Financial Advisors (FAs). This role is key in supporting enterprise strategic objectives, operational excellence, and client advocacy by customizing solutions based on specific client needs. You will serve as the primary point of contact within Merrill to address all client service requests.

Responsibilities

  • Provide excellent client service through comprehensive education on banking offerings.
  • Ensure timeliness, accuracy, and follow-up on all client and FA requests.
  • Adhere to bank policies and procedures to support operational excellence and risk management.
  • Build and maintain client relationships by emphasizing the bank's offerings.
  • Support day-to-day team activities and cover roles as needed.

Key Skills/Competency

  • Account Management
  • Client Service
  • Operational Excellence
  • Client Advocacy
  • Banking Solutions
  • Risk Management
  • Compliance
  • Communication
  • Relationship Building
  • Administrative Support
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How to Get Hired at Bank of America

🎯 Tips for Getting Hired

  • Research Bank of America's culture: Review their mission, values, and recent news.
  • Customize your resume: Tailor it to client service and banking experience.
  • Highlight relevant skills: Emphasize account management, compliance, and communication.
  • Prepare for interviews: Practice responses on client advocacy and operational support.

📝 Interview Preparation Advice

Technical Preparation

Review banking software basics.
Understand compliance and regulatory standards.
Practice data accuracy and documentation.
Learn risk management procedures.

Behavioral Questions

Describe a key client service experience.
Explain teamwork in challenging situations.
Discuss handling multiple priorities effectively.
Showcase proactive problem-solving examples.

Frequently Asked Questions