Wealth Management Client Concierge

Bank of America Corporation; Sarasota (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is seeking a Wealth Management Client Associate to provide front-line client service support to Financial Advisors. You will help deliver personalized banking and investment solutions while upholding compliance and risk controls.

In this role, you will educate clients on bank offerings, maintain accurate materials, and deepen relationships. The position supports a collaborative, in-office culture with potential onsite requirements.

Qualifications

• Client-focused, with strong work ethic and results orientation.
• Able to learn new information and technology platforms.
• Enthusiastic self-starter with proactive service mindset.

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 (FA) 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 is seeking a Wealth Management Client Associate to provide front-line client service support to Financial Advisors. You will help deliver personalized banking and investment solutions while upholding compliance and risk controls.

In this role, you will educate clients on bank offerings, maintain accurate materials, and deepen relationships. The position supports a collaborative, in-office culture with potential onsite requirements.