Wealth Management Client Associate @ Bank of America
placeVienna, VA
attach_money $70,000
businessOn Site
scheduleFull Time
Posted 21 hours ago
Your Application Journey
Interview
Email Hiring Manager
******* @bankofamerica.com
Recommended after applying
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
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
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Review banking systems interface.
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Understand financial reporting tools.
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Practice client data entry protocols.
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Learn operational risk management basics.
Behavioral Questions
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Describe client conflict resolution experience.
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Explain working under strict guidelines.
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Detail teamwork within fast-paced environments.
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Discuss handling multiple priorities effectively.
Frequently Asked Questions
What does a Wealth Management Client Associate at Bank of America do?
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What are the key skills required for the Banking Client Associate role at Bank of America?
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What should applicants know about the work environment at Bank of America?
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How is performance evaluated for a Wealth Management Client Associate at Bank of America?
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