Wealth Management Client Associate — Client Service & Growth

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

Benefits offered by this job

Discretionary incentive

Annual discretionary plan

Benefits eligibility

Job summary

Bank of America is seeking a Wealth Management Client Associate to deliver client service support to Financial Advisors. You will help address client needs, ensure accuracy of materials, and uphold policies to manage risk.

The role emphasizes client-first service, strong MS Office and Salesforce skills, and a collaborative in-office culture with opportunities for career development. This is a 1st shift role in the United States; pay ranges $25.00-$44.00 per hour, with discretionary bonus

Qualifications

• Minimum education: High School Diploma or equivalent.
• Strong client-focused mindset with excellent communication skills.
• Proficiency with MS Office and Salesforce required.

Responsibilities

• Provides excellent client service to clients, educating them on services offered.
• Ensures timely, accurate client materials and follows up on requests from clients and Financial Advisors.
• Supports adherence to bank policies to maintain risk controls.

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 is seeking a Wealth Management Client Associate to deliver client service support to Financial Advisors. You will help address client needs, ensure accuracy of materials, and uphold policies to manage risk.

The role emphasizes client-first service, strong MS Office and Salesforce skills, and a collaborative in-office culture with opportunities for career development. This is a 1st shift role in the United States; pay ranges $25.00-$44.00 per hour, with discretionary bonus