Wealth Management Client Associate
@ Bank of America

Vienna, VA
$70,000
On Site
Full Time
Posted 21 days ago

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XXXXXXXXXX XXXXXXXXX XXXXXXXXXX******* @bankofamerica.com
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Job Details

Overview

Merrill Wealth Management, a part of Bank of America, is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The Wealth Management Client Associate supports Financial Advisors (FAs) with client service, operational excellence, and customized solutions.

Responsibilities

The role involves serving as the primary point of contact for clients and supporting the FA’s business through:

  • Educating clients on the bank's service and banking offerings
  • Ensuring timely, accurate, and complete client materials
  • Following up on client and FA requests
  • Supporting practices aligned with bank policies and risk management
  • Deepening client relationships through banking service integration
  • Assisting in day-to-day team activities

Skills & Requirements

Key skills include:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral and Written Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization and Administrative Services
  • Emotional Intelligence
  • Referral Identification

Key Skills/Competency

Wealth Management, Client Service, Banking, Operations, Account Management, Communication, Client Relationship, Administrative Support, Risk Management, Business Development

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How to Get Hired at Bank of America

🎯 Tips for Getting Hired

  • Customize your resume: Highlight relevant client service and banking experience.
  • Research Bank of America's culture: Understand their values and in-office practices.
  • Review job specifics: Align your skills with wealth management requirements.
  • Prepare examples: Detail instances of client relationship management.

📝 Interview Preparation Advice

Technical Preparation

Review banking systems interface.
Understand financial reporting tools.
Practice client data entry protocols.
Learn operational risk management basics.

Behavioral Questions

Describe client conflict resolution experience.
Explain working under strict guidelines.
Detail teamwork within fast-paced environments.
Discuss handling multiple priorities effectively.

Frequently Asked Questions