Wealth Management Client Associate — Client Services

Bank of America; Los Angeles (CA); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Bank of America is seeking a Wealth Management Client Associate to provide client service support to multiple Financial Advisors. You will help drive enterprise objectives, deliver client advocacy, and customize solutions for client needs within the FA's business.

Responsibilities include educating clients on offerings, ensuring accurate materials, and maintaining risk controls, while collaborating with the FA and team to grow client relationships in a fast-paced environment.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Demonstrates client-centric mindset, acts in clients' best interest.
• Ability to learn and adapt to new information and technology platforms.
• Preferred: FINRA SIE, Series 7 and/or Series 66 (63/65 accepted).

Responsibilities

• Provide excellent client service to clients through education on bank services.
• Ensure timeliness, accuracy, and completeness of client materials and FA requests.
• Align practices with bank policies to support operational excellence and risk management.
• Identify and deepen client relationships by promoting banking offerings to clients.
• Support day-to-day team activities and cover roles 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

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America is seeking a Wealth Management Client Associate to provide client service support to multiple Financial Advisors. You will help drive enterprise objectives, deliver client advocacy, and customize solutions for client needs within the FA's business.

Responsibilities include educating clients on offerings, ensuring accurate materials, and maintaining risk controls, while collaborating with the FA and team to grow client relationships in a fast-paced environment.