Wealth Management Client Associate — Client Services

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

Benefits offered by this job

Discretionary incentive

Benefits eligible

Job summary

Bank of America in Norfolk, VA is seeking a Client Service Associate to support Financial Advisors with client materials, service delivery, and risk controls. This role emphasizes a client-first mindset and close collaboration with advisory staff to tailor solutions across banking and investment offerings.

Ideal candidates will demonstrate strong communication skills, the ability to learn new platforms, and a commitment to providing excellent client experiences in a fast-paced setting.

Qualifications

• High school diploma or equivalent required.
• Strong client-service mindset and communication skills.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to educate clients on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Assists with aligning practices to bank policies to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings.
• Supports day-to-day team activities, including coverage during absences or seasonal needs.

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

Job description

Bank of America in Norfolk, VA is seeking a Client Service Associate to support Financial Advisors with client materials, service delivery, and risk controls. This role emphasizes a client-first mindset and close collaboration with advisory staff to tailor solutions across banking and investment offerings.

Ideal candidates will demonstrate strong communication skills, the ability to learn new platforms, and a commitment to providing excellent client experiences in a fast-paced setting.