Wealth Management Client Associate

2 weeks ago


Beaumont, Texas, United States Bank of America Full time

Job Overview:


At Bank of America, our mission is to enhance financial well-being through meaningful connections.

We prioritize Responsible Growth, ensuring we deliver value to our clients, employees, communities, and shareholders consistently.

Central to our success is our commitment to fostering a diverse and inclusive environment for all employees.

We seek individuals with varied backgrounds and experiences, investing significantly in our workforce and their families by providing competitive benefits that support their overall well-being.

At Bank of America, we value collaboration while also offering flexibility tailored to the diverse roles within our organization.

Working with us provides a fulfilling career with ample opportunities for professional development and the chance to make a significant impact.


Key Responsibilities:


Deliver exceptional client service by educating clients on the full range of banking services and offerings.

Ensure the accuracy, timeliness, and completeness of client documentation while following up on all requests from clients and Financial Advisors (FAs).

Assist in aligning practices with the bank's policies and procedures to uphold operational excellence, safeguard client interests, and mitigate risks.

Develop, strengthen, and sustain client relationships by promoting the bank's services and integrating banking into daily practices, while effectively communicating outcomes to the FA.

Support daily team operations and address needs, including covering roles during absences or peak periods, while maintaining a client-first approach.


Required Qualifications:
FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66.
Demonstrates advanced knowledge of the industry and investment products.

Preferred Qualifications:
Dynamic individual who is self-driven, adaptable, and open to coaching.
Thrives in a fast-paced environment with evolving responsibilities.
Detail-oriented and committed to personal growth.
Consistently strives for excellence in client experience.
Proactively addresses client needs, delivering comprehensive solutions.
Maintains frequent communication and exercises discretion with sensitive information.
Proficient in Microsoft Word, Excel, and PowerPoint; familiarity with Salesforce is advantageous.
Exhibits strong verbal and written communication skills.

Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent.
Shift: 1st shift (United States of America)

Hours Per Week: 37.5

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