Wealth Management Client Associate
@ Bank of America

Auburn Hills, MI
$70,000
On Site
Full Time
Posted 4 days ago

Your Application Journey

Personalized Resume
Apply
Email Hiring Manager
Interview

Email Hiring Manager

XXXXXXXX XXXXXXXXXXXXX XXXXXX***** @bankofamerica.com
Recommended after applying

Job Details

Overview

The Wealth Management Client Associate at Bank of America supports Merrill Wealth Management's comprehensive wealth services. This role assists multiple Financial Advisors by providing client service support and ensuring operational excellence.

Responsibilities

  • Provide excellent client service and educate on banking offerings.
  • Ensure timeliness, accuracy, and completeness in client materials.
  • Align practices with bank policies to support operational excellence and manage risk.
  • Build and deepen client relationships by promoting banking integrations.
  • Support daily team activities and cover roles during absences.

Skills and Qualifications

Required skills include account management, client management, customer focus, issue management, effective oral and written communications, business development, pipeline management, administrative services, and emotional intelligence. A High School Diploma or GED is required.

Work Culture and Hours

This role is anchored in an in-office culture with flexibility based on role specifics. The position operates on a 1st shift schedule in the United States, working 37.5 hours per week.

Key skills/competency

  • Client Service
  • Account Management
  • Operational Excellence
  • Risk Management
  • Customer Focus
  • Relationship Building
  • Communication
  • Business Development
  • Administrative Support
  • Team Collaboration
Apply without a personalized resume

How to Get Hired at Bank of America

🎯 Tips for Getting Hired

  • Customize Your Resume: Align skills with client service and banking.
  • Research Bank of America: Review culture and current wealth management news.
  • Highlight Communication: Emphasize strong oral and written skills.
  • Prepare Examples: Demonstrate past experiences with operational excellence.

📝 Interview Preparation Advice

Technical Preparation

Review banking software and CRM platforms.
Practice data accuracy and document management.
Understand banking policies and compliance.
Familiarize with client relationship management tools.

Behavioral Questions

Describe a time you solved a client issue.
Explain how you manage stressful deadlines.
Tell about a situation requiring team collaboration.
Discuss handling feedback in a fast-paced environment.

Frequently Asked Questions