Private Banking Associate — Wealth Client Services

Bank of America; Los Angeles (CA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Los Angeles, CA is seeking a client service professional to support Private Bank clients and drive a seamless service experience across banking, credit, and investment products. You will coordinate with specialists and service centers, manage inquiries, and help execute client service plans while adhering to risk and regulatory requirements.

Minimum 1 year of financial institution experience is preferred, with high-net-worth client service and a BS/BA in Business, Finance, or

Qualifications

• 1+ year of experience with a financial institution focused on client service and sales
• High net worth client service and sales experience desired
• BS/BA in Business, Finance or Economics desired

Responsibilities

• Supports and facilitates client requests across banking, credit, and investment products to meet Private Bank service standards.
• Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements.
• Provides administrative and analytical support to Portfolio Manager(s).
• Supports activities such as investment action plans, new account reviews, and other Reg. 9 reviews.

Skills

Account Management

Attention to Detail

Collaboration

Recording/Organizing Information

Written Communications

Active Listening

Adaptability

Customer and Client Focus

Issue Management

Prioritization

Critical Thinking

Customer Experience Improvement

Decision Making

Pipeline Management

Education

High School Diploma/GED

Job description

Bank of America in Los Angeles, CA is seeking a client service professional to support Private Bank clients and drive a seamless service experience across banking, credit, and investment products. You will coordinate with specialists and service centers, manage inquiries, and help execute client service plans while adhering to risk and regulatory requirements.

Minimum 1 year of financial institution experience is preferred, with high-net-worth client service and a BS/BA in Business, Finance, or