Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Associate — Client Service & Growth

$25 - $44 per hour

Bank of America Corporation

Bank of America is seeking a Wealth Management Client Associate to deliver client service support to Financial Advisors. You will help address client needs, ensure accuracy of materials, and uphold policies to manage risk. The role emphasizes client-first service, strong MS Office and Salesforce skills, and a collaborative in-office culture with opportunities for career development. This is a 1st shift role in the United States; pay ranges $25.00-$44.00 per hour, with discretionary bonus #J-18808-Ljbffr Bank of America Corporation

Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate — Client Service & Growth in Richmond, VA vacancy
  • A wealth management firm in Richmond, Virginia, is seeking a dedicated Client Services Associate to deliver high-quality client experiences through account servicing and operational support. The ideal candidate will possess a Bachelor's degree and 2-4 years of experience... 
    Suggested
    Full time

    Seneca House Advisors

    Richmond, VA
    3 days ago
  • Global Advisers, LLC in Richmond, VA invites a Wealth Management Associate to support client relationships across investment management and financial planning...  ...and clients. The role emphasizes accuracy, client service, and professional conduct, with opportunities to grow... 
    Suggested

    Global Advisers, LLC

    Richmond, VA
    3 days ago
  • $25 - $44 per hour

     ...Job Description Merrill Wealth Management is a leading provider of comprehensive...  ...investment products and services for individuals, companies,...  ...and Wealth Management Client Associates help clients pursue the...  ...learning and professional growth Exhibits sound judgment... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Richmond, VA
    3 days ago
  • $25 - $44 per hour

     ...Job Description: Merrill Wealth Management is a leading provider of comprehensive...  ...investment products and services for individuals, companies,...  ...and Wealth Management Client Associates help clients pursue the...  ...learning and professional growth Exhibits sound judgment and... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Richmond, VA
    1 day ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive...  ...and investment products and services for individuals, companies,...  ...Advisors and Wealth Management Client Associates help clients pursue the life...  ...learning and professional growth Exhibits sound judgment... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Richmond, VA
    9 days ago
  •  ...Description What is the opportunity? As a Registered Client Associate(RCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and...  ...diverse perspectives is core to our continued growth as one of the largest and most successful banks... 
    Full time
    Work at office
    Flexible hours

    Royal Bank of Canada

    Richmond, VA
    more than 2 months ago
  •  ...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support...  ...Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily...  ...calls with FAs/PWAs/teams as needed)Managing the calendar including coordinating... 
    Work at office
    Local area

    Morgan Stanley

    Richmond, VA
    3 days ago
  •  ...opportunity? Embrace RBC Wealth Management’s core values and...  ...financial advisors and our clients.  As a Client Associate, become a trusted resource...  ...organizational, and client service skills Attention to detail...  ...is core to our continued growth as one of the largest and... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Richmond, VA
    more than 2 months ago
  •  ...Farm Agent is seeking a Multiline Representative to help local clients with insurance and financial needs. You will listen to customer...  ...marketing efforts to grow the agency while providing trusted guidance and exceptional service. #J-18808-Ljbffr Gary Albert - State Farm Agent
    Work at office
    Local area

    Gary Albert - State Farm Agent

    Richmond, VA
    2 days ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service...  ...Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily...  ...and/or other duties directed by local management Administrative Support Answering... 
    Work at office
    Local area

    Morgan Stanley

    Richmond, VA
    5 days ago
  • $63k - $83k

     ...passion for providing a high level of service that enhances the well-being of our clients, communities, and colleagues....  ...: Registered Client Service Associate Location: Richmond, VA Job Id:...  ...Stability Our motto of Building Wealth Together not only applies to our... 
    Full time
    Work experience placement
    Casual work
    Summer internship
    Work at office
    Local area

    Davenport & Company

    Richmond, VA
    2 days ago
  • $50k - $70k

     ...Responsible for the general servicing and support of the Financial...  ...consistent and effective level of client servicing when the Financial...  ...as answer and return calls, manage the expense report process,...  ...clients in a number of high-growth markets in the country, offering... 
    Full time
    Part time
    Second job
    Work at office
    Shift work
    Day shift

    Truist Investment Services, Inc.

    Richmond, VA
    2 days ago
  • $55k - $65k

     ...are a growing, multi-generational wealth planning firm with a diverse client set and a strong commitment to...  ...looking for an experienced Client Service Associate. In addition to having some working...  ...prospects; download, upload, and manage documentation within secure... 
    Full time

    TalentLink Solutions

    Richmond, VA
    2 days ago
  • The Client Services Associate plays a critical role in delivering a seamless, high-quality client experience...  ...reports to the Client Services Manager. Key Responsibilities Client Account...  ...to grow within a fast‑paced, evolving wealth management firm Job Type Full‑time... 
    Full time
    Work at office

    Seneca House Advisors

    Richmond, VA
    3 days ago
  • $70k - $80k

     ...44 billion in assets under management as of December 31, 2025, Apogem...  ...organization. Job Title: Client Operations Associate Location Designation:...  ...for career development and growth, competitive benefits, and...  ...passion for investing, client service, or operations to grow with... 
    Local area
    3 days per week

    Apogem Capital LLC

    Richmond, VA
    5 days ago
  • $35.6k - $66.2k

     ...Marsh McLennan Agency Description: Client Support Associate, Employee Health & Benefits Award-winning...  ...America, we combine the personalized service model of a local consultant with the...  ...associate works closely with the Client Manager, Strategic, and/or Consultant to... 
    Minimum wage
    Permanent employment
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    Marsh McLennan

    Richmond, VA
    9 days ago
  •  ...Marsh McLennan Agency Description: Client Support Associate, Employee Health & Benefits Our not-so...  ...America, we combine the personalized service model of a local consultant with the global...  ...work under the guidance of the Client Manager, Strategic, and/or Consultant. You... 
    Permanent employment
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    Marsh

    Richmond, VA
    4 days ago
  • $50k - $70k

    Truist is seeking an in-office Financial Services Assistant in Richmond, VA to support Financial Advisors with client servicing, planning, and transactional duties. Based at 919 East Main Street, you will coordinate schedules, prepare materials, and handle routine administrative... 
    Work at office

    Truist Financial Corporation

    Richmond, VA
    2 days ago
  • Truist Financial Corporation is seeking an in-office Financial Services Assistant in Richmond, VA at 919 East Main Street. You will support Financial Advisors with client servicing, investment research, and transactions, while handling scheduling, data entry in Salesforce... 
    Work at office

    Truist Financial Corporation

    Richmond, VA
    2 days ago
  • Davenport Engineering, Inc. in Richmond, VA is seeking a Registered Client Service Associate to support a Financial Advisor and serve as back-up to other CSAs. This full-time, on-site role requires a banking/financial services background and strong client service skills... 
    Full time

    Davenport Engineering, Inc.

    Richmond, VA
    15 hours ago
  • $225k - $310k

     ...Description Job Description Private Wealth Services Associate Attorney Location: Richmond, VA...  ...receiving hands-on mentorship and meaningful client exposure. The practice advises...  ...organizational skills ~ Ability to manage multiple matters in a fast-paced environment... 
    Private practice

    Direct Counsel

    Richmond, VA
    29 days ago
  • $120k

     ...Description Job Description Job Title: Managing Attorney Location: Sterling,...  ...on delivering practical, client centric estate planning...  ...collaborative, accountable, and growth-oriented environment where...  ...team performance, and client service consistency, particularly around... 
    Full time
    Work at office

    Stouffer Legal

    Richmond, VA
    3 days ago
  • SR Staffing is seeking an Associate Attorney through Senior Attorney for its growing...  ...to apply. The role involves managing a caseload, interacting with clients, and collaborating with a team. The...  ...strong mentorship, long-term growth, and maintains a culture of collaboration... 
    Work at office

    SR Staffing

    Richmond, VA
    2 days ago
  •  ...Job Description Private Wealth Services Counsel Attorney Locations...  ...and enjoys building long-term client relationships while serving...  ...communication, and client relationship management skills. ~ Demonstrated...  ...on long-term client relationships and practice growth.... 
    Private practice

    Direct Counsel

    Richmond, VA
    11 days ago
  • $160k

     ...On The attorney will manage a diverse immigration...  ...Representation Represent clients in removal and...  ...Available After One Year of Service) Firm-Funded Cash Balance...  ...education and bar association dues. Opportunities to...  ...and participate in the growth of an established immigration... 
    Temporary work
    Remote work

    Partners Legal Search

    Richmond, VA
    5 days ago
  • $3,600 per month

     ...touch approach and innovative, personalized solutions that help clients manage complex risks — and we bring that same standard of excellence...  ...including 22 days of PTO and 10 paid company holidays. Career Growth – Clear promotion paths, mentorship, and ongoing professional... 

    Kinsale Management

    Richmond, VA
    3 days ago
  • $20 per hour

     ...between weekdays and weekend days.Unlock Your Earning Potential!We offer a competitive starting hourly rate of $20/hr with significant growth opportunities based on performance. You can boost your earnings within a short timeframe:Pay Range: $20-$22 hourlyStarting Pay: $20... 
    Hourly pay
    Summer work
    Local area
    Shift work
    Weekday work

    Carvana

    Richmond, VA
    3 days ago
  • Chase in Richmond, VA is seeking an Associate Banker to deliver warm hospitality and practical banking solutions. You will build trusted relationships, greet clients, and help with everyday banking needs while promoting Chase’s digital tools. You will open new accounts,... 

    Aumni

    Richmond, VA
    2 days ago
  •  ...in all 50 states, to client support staff,...  ...rights. Some salient growth point highlights are...  ...world-class case docket management software, litigation resources, and a wealth of benefits in service of optimization and...  ...with the State Bar Association Ability to... 
    Full time
    Work at office
    Local area

    Morgan & Morgan

    Richmond, VA
    5 days ago
  •  ...Employment Compliance - Associate Location: Atlanta...  ...Resources, Enterprise Support Services, Brand Marketing and...  ..., Knowledge and Risk Management. The team works...  ..., understanding client needs, and taking responsibility...  ...through professional growth, personal fulfillment... 
    Work experience placement

    EY

    Richmond, VA
    15 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate — Client Service & Growth. Be the first to apply!