Wealth Management Client Associate - Client Services

Talentify; Town of Bridgewater; On-site; CAD 101,754,000 - 179,087,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America in Bridgewater, NJ is seeking a Wealth Management Client Associate to provide client service support for multiple Financial Advisors. You will assist with enterprise objectives, maintain client materials, and deepen client relationships while promoting banking solutions.

The role requires a client-centric mindset, the ability to learn new platforms, and strong communication skills. Shift is 1st, with hourly pay and competitive benefits.

Qualifications

• Minimum Education: High School Diploma or equivalent.
• Experience in client service and financial environments preferred.
• Strong communication, organization, and problem-solving skills.

Responsibilities

• Provides excellent client service and educates clients on bank offerings.
• Maintains timeliness, accuracy, and completeness in client materials and requests.
• Supports risk management, policies, and operational excellence.
• Deepens client relationships and communicates outputs to Financial Advisors.
• Assists day-to-day team activities and coverage during absences.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America in Bridgewater, NJ is seeking a Wealth Management Client Associate to provide client service support for multiple Financial Advisors. You will assist with enterprise objectives, maintain client materials, and deepen client relationships while promoting banking solutions.

The role requires a client-centric mindset, the ability to learn new platforms, and strong communication skills. Shift is 1st, with hourly pay and competitive benefits.