Wealth Management Client Associate

Job Summary Provide client service support to multiple Financial Advisors, serving as the point of contact for all service needs of their clients. Responsibilities Deliver excellent client service by educating clients on all bank services and banking offerings. Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and Financial Advisor requests. Assist in ensuring practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships, emphasizing the bank’s offerings and promoting integration of banking into day‑to‑day practices while communicating outcomes to the Financial Advisor. Support day‑to‑day team activities and needs, including covering roles during absences or seasonal increases, with a client‑first mindset. Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results. Client‑centric mindset, acting in the best interest of clients. Ability to learn and adapt to new information and technology platforms. Desired Qualifications Current holder or candidate of FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66). Industry knowledge and understanding of investment products. Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing excellent client experience. Comfortable operating in a fast‑paced environment with evolving responsibilities. Detail oriented with commitment to continuous learning and professional growth. Sound judgment and discretion when handling sensitive information. Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce. Professional verbal and written communication skills. Additional Details Minimum education: High School Diploma / GED / Secondary School or equivalent. Position eligible for benefits; Pay range $25.00 - $44.00 hourly, with discretionary incentive eligibility. Shift: 1st shift (United States of America); Hours per week: 37.5. Location: US - NY - Albany - 69 STATE ST (NY6100). Pay Transparency information available at Pay Transparency . #J-18808-Ljbffr Bank of America