Wealth Management Client Associate: Client Services

Bank Of America; Auburn Hills (DE); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America is seeking a Wealth Management Client Services Associate in Auburn Hills, MI to support Financial Advisors and clients with personalized service. You will educate clients on banking offerings, ensure timely materials, and help manage risk while building strong relationships.

Ideal candidates are self-starters with a client-centric mindset, able to learn new technology platforms, and thrive in a fast-paced environment.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus
• Demonstrates a client-centric mindset, acting in the best interest of the client
• Able to learn and adapt to new information and technology platforms
• Comfortable in a fast-paced environment with evolving responsibilities

Responsibilities

• Provides excellent Client Service educating clients on the bank's service and offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests
• Ensures practices align with bank policies to support risk management
• Identifies, deepens, and maintains client relationships promoting banking solutions
• Supports day-to-day team activities and covers roles during absences or seasonal needs

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

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America is seeking a Wealth Management Client Services Associate in Auburn Hills, MI to support Financial Advisors and clients with personalized service. You will educate clients on banking offerings, ensure timely materials, and help manage risk while building strong relationships.

Ideal candidates are self-starters with a client-centric mindset, able to learn new technology platforms, and thrive in a fast-paced environment.