Wealth Management Client Associate: Client Service Pro

Bank of America; Evansville (IN); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking a Wealth Management support professional to deliver exceptional client service and education on banking offerings. You will coordinate with Financial Advisors, ensure timely and accurate client materials, and help protect clients by adhering to bank policies.

The role involves identifying client needs, deepening relationships, and supporting daily team activities while maintaining a client-first approach in a fast-paced environment.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Client-centric mindset; acts in the client's best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service by educating clients on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies, deepens, and maintains client relationships and communicates outputs to FA.
• Supports day-to-day team activities, stepping in during absences 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 / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a Wealth Management support professional to deliver exceptional client service and education on banking offerings. You will coordinate with Financial Advisors, ensure timely and accurate client materials, and help protect clients by adhering to bank policies.

The role involves identifying client needs, deepening relationships, and supporting daily team activities while maintaining a client-first approach in a fast-paced environment.