Wealth Management Client Associate – Client Services Lead

Bank of America; Jacksonville (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is looking for a client service support professional to assist multiple Financial Advisors. Responsibilities include providing exceptional client service, ensuring compliance with bank policies, and deepening client relationships. Applicants should possess a high school diploma and demonstrate a client-centric mindset. Strong communication skills and the ability to learn quickly are essential. The role operates on a 1st shift schedule with 37.5 hours per week in Jacksonville, Florida.

Qualifications

• Enthusiastic and highly motivated self-starter with a strong work ethic.
• Client-centric mindset, acting in the best interest of clients.
• Ability to learn and adapt to new information and technology.

Responsibilities

• Provides excellent client service through education on bank offerings.
• Ensures timeliness, accuracy, and completeness in materials.
• Assists in aligning practices with bank policies to support operational excellence.
• Identifies and maintains client relationships by promoting bank offerings.
• Supports day-to-day team activities and 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 / Secondary School

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is looking for a client service support professional to assist multiple Financial Advisors. Responsibilities include providing exceptional client service, ensuring compliance with bank policies, and deepening client relationships. Applicants should possess a high school diploma and demonstrate a client-centric mindset. Strong communication skills and the ability to learn quickly are essential. The role operates on a 1st shift schedule with 37.5 hours per week in Jacksonville, Florida.