Wealth Management Client Associate — Growth & Service

Bank of America; Lisle (IL); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America in Lisle, IL is seeking a Wealth Management Client Associate to deliver exceptional client service, educate clients on a broad range of banking and wealth offerings, and support advisors in delivering tailored financial guidance.

The role emphasizes accuracy, timely follow-ups, risk awareness, and a client-first mindset in a collaborative in-office environment with opportunities for growth and professional development.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client's best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service by educating clients on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships while coordinating with Financial Advisors.
• Supports day-to-day team activities and covers roles as needed 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

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America in Lisle, IL is seeking a Wealth Management Client Associate to deliver exceptional client service, educate clients on a broad range of banking and wealth offerings, and support advisors in delivering tailored financial guidance.

The role emphasizes accuracy, timely follow-ups, risk awareness, and a client-first mindset in a collaborative in-office environment with opportunities for growth and professional development.