Wealth Management Client Associate — Client-Centric Advisor

Bank of America; West Nyack (NY); Hybrid; USD 37,000 - 62,000; Full time

Job summary

Bank of America is seeking a Wealth Management client service professional to support multiple Financial Advisors. You will educate clients on banking and investment services, ensure timely materials, and promote risk-conscious solutions.

The role emphasizes relationship building, collaboration, and a client-first mindset. The position requires FINRA SIE and Series 7, with Series 66 preferred, and comfort with technology platforms.

Qualifications

• High school diploma or equivalent required.
• Strong client-focused mindset and excellent service orientation.
• Proficiency with standard office software and CRM tools.

Responsibilities

• Provides excellent client service to educate clients on banking offerings.
• Ensures accuracy and timely completion of client materials and FA requests.
• Ensures activities align with bank policies to support risk management.
• Identifies and deepens client relationships by promoting banking solutions.
• Supports day-to-day team activities and covers roles during absences or peaks.

Skills

Account Management

Client Management

Customer 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a Wealth Management client service professional to support multiple Financial Advisors. You will educate clients on banking and investment services, ensure timely materials, and promote risk-conscious solutions.

The role emphasizes relationship building, collaboration, and a client-first mindset. The position requires FINRA SIE and Series 7, with Series 66 preferred, and comfort with technology platforms.