Wealth Management Client Advisor

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

Benefits offered by this job

Discretionary incentive plan

Industry-leading benefits

Paid time off

Job summary

Bank of America Merrill Wealth Management is seeking a Client Associate to deliver exceptional client service, support enterprise objectives, and advocate for clients within Financial Advisors' business units. You will tailor solutions to client needs and act as the primary contact for service requests.

The role emphasizes collaboration, compliance, and a strong client-first mindset in a fast-paced environment with opportunities for growth and professional development.

Qualifications

• Requires a self-starter with a strong work ethic and results focus.
• Demonstrates a client-centric mindset, always acting in the client's best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service educating on the bank's services and offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Supports alignment with policies to protect clients and manage risk.
• Identifies and deepens client relationships while promoting banking solutions.
• Supports 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 Merrill Wealth Management is seeking a Client Associate to deliver exceptional client service, support enterprise objectives, and advocate for clients within Financial Advisors' business units. You will tailor solutions to client needs and act as the primary contact for service requests.

The role emphasizes collaboration, compliance, and a strong client-first mindset in a fast-paced environment with opportunities for growth and professional development.