Wealth Management Client Associate: Client Services

Bank of America Corporation; Pennsylvania; On-site; USD 40,000 - 70,000; Full time

Job summary

Bank of America Corporation in the United States is seeking a Client Services professional to support Financial Advisors, delivering tailored banking and investment guidance to clients with a client-first approach. The role emphasizes collaboration across the Wealth Management team and adherence to bank policies and risk management.

Candidates should demonstrate strong communication skills, adaptability to technology platforms, and a focus on delivering exceptional client experiences in a

Qualifications

• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Is able to learn and adapt to new information and technology platforms.
• Currently pursuing FINRA SIE/Series licenses (optional) or equivalent knowledge in securities.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Skills

Client focus

Communication

Technology adaptivity

Relationship building

Financial services knowledge

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Corporation in the United States is seeking a Client Services professional to support Financial Advisors, delivering tailored banking and investment guidance to clients with a client-first approach. The role emphasizes collaboration across the Wealth Management team and adherence to bank policies and risk management.

Candidates should demonstrate strong communication skills, adaptability to technology platforms, and a focus on delivering exceptional client experiences in a