Wealth Management Client Associate - Client Services Lead

Bank of America; Plantation (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Wealth Management seeks a Client Associate to provide dedicated service to Financial Advisors and clients in Plantation, FL. You will support enterprise objectives, ensure accuracy of client materials, and promote banking solutions while upholding risk controls.

The role emphasizes a client-centric mindset, licenses, and ability to learn new platforms; requires strong communication skills and experience in a fast-paced environment; 37.5 hours per week.

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses required (63/65 accepted in lieu of 66).
• Advanced knowledge of investment products and a client-centric mindset.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to bank clients by educating on banking offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting bank offerings and integrating banking into daily activities.
• Supports daily team operations and coverage during absences or peak periods, maintaining a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Business Development

Pipeline Management

Emotional Intelligence

Prioritization

Administrative Services

Referral Identification

Professional Communications

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America Wealth Management seeks a Client Associate to provide dedicated service to Financial Advisors and clients in Plantation, FL. You will support enterprise objectives, ensure accuracy of client materials, and promote banking solutions while upholding risk controls.

The role emphasizes a client-centric mindset, licenses, and ability to learn new platforms; requires strong communication skills and experience in a fast-paced environment; 37.5 hours per week.