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Wealth Management Client Associate
1 month ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance.
This role is responsible for providing exceptional client service support to Financial Advisors, ensuring timely and accurate delivery of client materials, and maintaining a deep understanding of our banking and financial services offerings.
Key responsibilities include:
- Providing expert guidance to clients on our banking and financial services offerings
- Ensuring operational excellence and compliance with bank policies and procedures
- Identifying and deepening client relationships through customized solutions and communication
- Supporting day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases
Requirements:
- High School Diploma / GED / Secondary School or equivalent
- Currently hold Series 7 & 66 or 63/65
Benefits:
- Competitive hourly pay ($40.50)
- Discretionary incentive eligible
- Benefits package, including paid time off and resources for employee growth and development
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
