Wealth Management Client Services Associate

Bank of America Corporation; Salt Lake City (UT); On-site; USD 25,000 - 33,000; Full time

Job summary

Bank of America Corporation is seeking a client service professional to support multiple Financial Advisors by delivering exceptional service and customized banking solutions. You will act as the primary contact, ensuring timely materials, risk awareness, and seamless coordination with the FA, while fostering strong client relationships.

The role emphasizes client-centric service, adaptability to new platforms, and ongoing professional growth in a fast-paced environment with evolving

Qualifications

• Enthusiastic self-starter with a strong work ethic and results-driven
• Client-centric mindset always acting in the best interest of the client
• Ability to learn and adapt to new information and technology platforms
• Current or pursuing FINRASIE, Series 7, and/or Series 66 (63/65 accepted)
• Experience working with clients, delivering solutions, and providing a strong client experience
• Comfortable operating in a fast-paced environment with changing responsibilities
• Detail oriented
• Commitment to continuous learning and professional growth
• Exhibits sound judgment and discretion when handling sensitive information
• Strong computer applications skills including Microsoft Word, Excel, PowerPoint, and Salesforce
• Professional verbal and written communication skills

Responsibilities

• Provides excellent Client Service educating clients on the bank's services and offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests
• Supports alignment with bank policies to support operational excellence and risk management
• Identifies and deepens client relationships by promoting banking offerings in day-to-day activities
• Supports day-to-day team activities and backfills during absences or seasonal peaks 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

Job description

Bank of America Corporation is seeking a client service professional to support multiple Financial Advisors by delivering exceptional service and customized banking solutions. You will act as the primary contact, ensuring timely materials, risk awareness, and seamless coordination with the FA, while fostering strong client relationships.

The role emphasizes client-centric service, adaptability to new platforms, and ongoing professional growth in a fast-paced environment with evolving