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Wealth Management Client Associate
2 months ago
We are seeking a highly motivated and detail-oriented Wealth Management Client Associate to join our team at Bank of America. As a key member of our financial services team, you will provide dedicated operational and sales support to multiple Financial Advisors, helping them to deliver exceptional client experiences.
Key Responsibilities- Work with highly affluent clients to provide personalized support and guidance
- Lead end-to-end onboarding and maintenance activities for new and existing clients, ensuring seamless transitions and exceptional service
- Provide products and services to each client, working closely with cross-line of business partners to meet their unique needs
- Use creativity and problem-solving skills to tackle complex client issues and find innovative solutions
- Manage client servicing requests and account maintenance, ensuring timely and accurate resolution
- Act as a key team member in leading our clients' digital experience with the firm, creating ease of access and interaction while protecting their privacy and security
- Currently hold Series 7 & 66 or 63/65 licenses
- Bilingual in Spanish strongly preferred
- 2+ years post-high school education and/or 4+ years of professional or relevant internship experience; undergraduate degree a plus
- Foundational knowledge of investment and banking products
- Energetic individual with a self-motivated, coachable, and flexible mindset
- Detail-oriented with a focus on delivering exceptional client experiences
- Invested in personal development and committed to ongoing learning
- Professional verbal and written communication skills
- Microsoft Word, Excel, and PowerPoint experience; Salesforce a plus
Bank of America is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
