Wealth Management Client Associate: Client Solutions Lead

Bank of America; Doylestown (Bucks County); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America is seeking a Wealth Management support professional to assist Financial Advisors with client service and education on the bank's wealth management products. The role emphasizes accuracy, timely communication, and a client-first mindset.

The position requires strong relationship skills, proficiency with MS Office and Salesforce, and the ability to work onsite as needed in a fast-paced, collaborative environment.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset, acting in the best interests of clients.
• Ability to learn and adapt to new information and technology platforms.
• Pursuing FINRA SIE, Series 7 and/or Series 66 (63/65 accepted) is a plus.

Responsibilities

• Provides excellent client service by educating clients on bank services and offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports adherence to bank policies to protect clients and manage risk.
• Identifies, deepens and maintains client relationships by promoting banking solutions and outputs to the FA.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline Mgmt

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a Wealth Management support professional to assist Financial Advisors with client service and education on the bank's wealth management products. The role emphasizes accuracy, timely communication, and a client-first mindset.

The position requires strong relationship skills, proficiency with MS Office and Salesforce, and the ability to work onsite as needed in a fast-paced, collaborative environment.