Wealth Management Client Associate

Bank of America; Pepper Pike (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is seeking a client service support professional in Pepper Pike, OH. This role involves providing excellent service to clients and supporting multiple Financial Advisors while ensuring compliance with policies.

The ideal candidate will have a high school diploma and a client-centric approach, with a focus on results and the ability to adapt quickly to new technologies.

This position requires strong communication skills both verbally and in writing, along with a commitment to continuous professional growth.

Qualifications

• Enthusiastic and motivated self-starter with a strong work ethic.
• Client-centric mindset focusing on the best interest of the client.
• Ability to learn and adapt to new information and technologies.

Responsibilities

• Provides excellent client service by educating about bank offerings.
• Ensures accuracy and completeness in client materials.
• Supports team activities and needs during absence or seasonal requirements.

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

Job Description: This role provides client service support to multiple Financial Advisors, ensuring service excellence and operating within the firm’s policies and procedures.

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 requests
• Assists with ensuring practices align 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 by emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outcomes to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal needs, while leading with a client‑first mindset

Required Qualifications

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results
• Demonstrates a client‑centric mindset, always acting in the best interest of the client
• Ability to learn and adapt to new information and technology platforms

Desired Qualifications

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series7, and/or Series66 (63 and65 accepted in lieu of66)
• Possesses industry knowledge and understanding of investment products
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
• Comfortable operating in a fast‑paced environment with changing and evolving responsibilities
• Detail oriented
• Demonstrates a commitment to continuous learning and professional growth
• Exhibits sound judgment and discretion when handling sensitive information
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
• Professional verbal and written communication skills

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

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent

Work Arrangement

• Internal employees currently working from home are still eligible to apply. If selected, the role may require onsite work in accordance with the workplace excellence policy.

Shift & Hours

• Shift: 1st shift (United States of America)
• Hours Per Week: 37.5

We’re devoted to being a diverse and inclusive workplace for everyone.