Wealth Management Client Associate: Growth & Impact

Bank of America; Egg Harbor Township (NJ); On-site; USD 49,000 - 86,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Egg Harbor Township, NJ is seeking a client service-oriented professional to support Financial Advisors and Wealth Management activities. The role emphasizes educating clients on the bank's services, maintaining client materials, and upholding risk and policy standards.

Ideal candidates will bring a strong client-centric mindset, quick adaptability to new technology, and experience delivering effective, personalized client experiences in a fast-paced environment.

Qualifications

• Strong client service mindset and ability to educate clients on bank services.
• Able to learn and adapt to new information and technology platforms.
• Willingness to obtain/hold FINRA SIE, Series 7, and/or Series 66 where applicable.

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

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 or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America in Egg Harbor Township, NJ is seeking a client service-oriented professional to support Financial Advisors and Wealth Management activities. The role emphasizes educating clients on the bank's services, maintaining client materials, and upholding risk and policy standards.

Ideal candidates will bring a strong client-centric mindset, quick adaptability to new technology, and experience delivering effective, personalized client experiences in a fast-paced environment.