Wealth Management Client Advisor

Bank of America; Melville (LA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America is seeking a Wealth Management Client Associate to provide client service and support to Financial Advisors (FAs). You will educate clients on bank offerings, ensure timely and accurate materials, and help manage risk in alignment with policies.

The role emphasizes client relationships, collaboration with the FA, and a proactive, service-first mindset in a fast-paced environment.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.

Responsibilities

• 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
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is seeking a Wealth Management Client Associate to provide client service and support to Financial Advisors (FAs). You will educate clients on bank offerings, ensure timely and accurate materials, and help manage risk in alignment with policies.

The role emphasizes client relationships, collaboration with the FA, and a proactive, service-first mindset in a fast-paced environment.