Wealth Management Client Associate — Career Growth & Client Impact

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in Newport Beach, CA is seeking a client-focused professional to provide excellent service, educate clients on banking offerings, and support FA relationships. The role emphasizes accuracy, risk awareness, and proactive client engagement within a fast-paced environment.

The position requires strong communication skills, adaptability to new technologies, and a commitment to continuous learning.

Qualifications

• Required Qualifications: Enthusiastic self-starter with strong work ethic and results focus.
• Demonstrates client-centric mindset and acts in client's best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service through educating clients on bank services and offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships by promoting bank offerings to the FA.
• Supports day-to-day team activities, covering roles in absences or seasonal needs 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

Job description

Bank of America in Newport Beach, CA is seeking a client-focused professional to provide excellent service, educate clients on banking offerings, and support FA relationships. The role emphasizes accuracy, risk awareness, and proactive client engagement within a fast-paced environment.

The position requires strong communication skills, adaptability to new technologies, and a commitment to continuous learning.