Wealth Management Associate

1 week ago

San Jose, California, United States Bank of America Full time
Job Title: Wealth Management Client Associate

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 Wealth Management team, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.

Key Responsibilities:
  • Provide timely and accurate client service support to Financial Advisors and clients, ensuring seamless communication and resolution of client inquiries and issues.
  • Assist with ensuring practices are in alignment with Bank of America's policies and procedures to support operational excellence, protect clients, and manage risk.
  • Identify, deepen, and maintain client relationships through emphasizing Bank of America's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to Financial Advisors.
  • Support day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases, while leading with a client-first mindset.
Requirements:
  • High School Diploma / GED / Secondary School or equivalent.
  • Excellent communication and interpersonal skills, with the ability to work effectively with Financial Advisors, clients, and internal stakeholders.
  • Strong analytical and problem-solving skills, with the ability to identify and resolve client issues in a timely and efficient manner.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
What We Offer:
  • A competitive hourly pay rate of $25.00 - $37.00, based on experience, education, and skill set.
  • A comprehensive benefits package, including medical, dental, and vision insurance, as well as 401(k) matching and paid time off.
  • Opportunities for professional growth and development, with training and support to help you succeed in your role.

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive, respectful, and free from discrimination. If you are passionate about delivering exceptional client service and support, and are looking for a challenging and rewarding role, we encourage you to apply for this exciting opportunity.

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