Wealth Management Client Associate: Client Services

Bank of America; Farmington Hills (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors (FAs). You will address client requests, help align practices with policies, and promote banking solutions to deepen client relationships.

The role emphasizes a client-first mindset, collaboration, and the ability to adapt to evolving responsibilities in a fast-paced environment. 37.5 hours per week, in-office culture with flexible options depending on role.

Qualifications

• High school diploma or equivalent is required.
• Proven ability to manage client relationships and deliver excellent service.
• Strong communication and interpersonal skills; customer-focused mindset.

Responsibilities

• Provide client service support to Financial Advisors (FAs).
• Address client and FA requests with timeliness and accuracy.
• Ensure alignment with bank policies to support risk management and operational excellence.
• Deepen client relationships by promoting banking products and solutions.
• Cover team roles during absences or peak periods with a client-first approach.

Skills

Account Management

Client Management

Written Communications

Salesforce

Oral Communications

Customer Focus

Business Development

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors (FAs). You will address client requests, help align practices with policies, and promote banking solutions to deepen client relationships.

The role emphasizes a client-first mindset, collaboration, and the ability to adapt to evolving responsibilities in a fast-paced environment. 37.5 hours per week, in-office culture with flexible options depending on role.