Wealth Management Client Advocate

Talentify; Brea (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Annual discretionary plan

Benefits eligible

Job summary

Bank of America in California is seeking a Wealth Management Client Associate to support Financial Advisors by delivering exceptional client service and coordinating client materials. This role emphasizes a client-first mindset, adherence to bank policies, and collaboration with the FA team to meet client needs.

Responsibilities include educating clients on banking offerings, maintaining accurate materials, managing risks, and deepening client relationships while supporting team activities in a

Qualifications

• Client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

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

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 California is seeking a Wealth Management Client Associate to support Financial Advisors by delivering exceptional client service and coordinating client materials. This role emphasizes a client-first mindset, adherence to bank policies, and collaboration with the FA team to meet client needs.

Responsibilities include educating clients on banking offerings, maintaining accurate materials, managing risks, and deepening client relationships while supporting team activities in a