Wealth Management ADP: Client Associate

Bank of America; Williamsport (Lycoming County); On-site; USD 52,000 - 72,000; Full time

Job summary

Bank of America, in the United States, seeks a Wealth Management Client Associate – Advisor Development Program to support Financial Advisors and prepare for a future Financial Advisor role. The ADP focuses on obtaining essential securities licenses and delivering client service while building a book of business through enterprise objectives and risk-aware practices.

You will progress through training and experiential activities, enabling you to move toward becoming a Merrill Financial Advisor,

Qualifications

• Displays confidence working as a self-starter in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Displays a proactive mindset and effective time management.
• Demonstrates a results-driven growth mindset and prioritizes client interests.
• Identifies appropriate client solutions through application of learnings and new information.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills (written and verbal).
• Proven ability to quickly build trust and credibility.
• Proven ability to assess needs of and recommend appropriate solutions.
• Proven ability to work both collaboratively on a team with key partners and independently.
• Proven ability to listen and probe for clarity and understanding.
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking.
• Strong follow-through skills.
• Computer/technical literacy and proficiency in applications such as Microsoft Suite

Responsibilities

• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed.
• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA.
• Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs

Skills

Self-starter

Client relationships

Time management

Growth mindset

Ask clarifying questions

Interpersonal skills

Written and verbal communication

Network-building

Follow-through

Microsoft Office

Education

Bachelor’s degree

High School Diploma / GED

Tools

Microsoft Suite

Job description

Bank of America, in the United States, seeks a Wealth Management Client Associate – Advisor Development Program to support Financial Advisors and prepare for a future Financial Advisor role. The ADP focuses on obtaining essential securities licenses and delivering client service while building a book of business through enterprise objectives and risk-aware practices.

You will progress through training and experiential activities, enabling you to move toward becoming a Merrill Financial Advisor,