Wealth Management Client Associate

2 weeks ago


Fairview Park, Ohio, United States Bank of America Full time

Job Summary

This role is responsible for providing exceptional client service support to Financial Advisors and their clients. The ideal candidate will possess excellent communication skills, a client-centric mindset, and the ability to work in a fast-paced environment.

Key Responsibilities:

  • Provide timely and accurate support to Financial Advisors and their clients
  • Assist with client onboarding and account management
  • Develop and maintain strong relationships with clients and Financial Advisors
  • Identify and resolve client issues in a timely and professional manner
  • Collaborate with internal teams to ensure seamless client experience

Requirements:

  • Excellent communication and interpersonal skills
  • Ability to work in a team environment
  • Strong problem-solving and analytical skills
  • Client-centric mindset and ability to prioritize client needs

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive compensation and benefits package

Shift: 1st shift (United States of America)

Hours Per Week: 19.5



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