Wealth Management Client Associate

Job Overview: This role provides client service support to multiple Financial Advisors, serving as the primary point of contact for client service needs and supporting enterprise strategic objectives, operational excellence, and client advocacy. Responsibilities Provides excellent client service to the bank's clients by educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Assists with ensuring practices are aligned with the bank's policies and procedures to support operational excellence, protect clients, and manage risk. Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings, promoting the incorporation of banking into day‑to‑day practices, and communicating outputs to the FA. Supports 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. Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results. Demonstrates a client‑centric mindset, always acting in the best interest of the client. Ability to learn and adapt to new information and technology platforms. Detail oriented. Commitment to continuous learning and professional growth. Sound judgment and discretion when handling sensitive information. Desired Qualifications Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series7, and/or Series66 (63 and65 accepted in lieu of66). Possesses industry knowledge and an understanding of investment products. Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience. Comfortable operating in a fast‑paced environment with changing and evolving responsibilities. Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce. Professional verbal and written communication skills. Exhibits sound judgment and discretion when handling sensitive information. Skills Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communication Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Employment Details Shift: 1st shift (United States of America). Hours per week: 37.5. Location: US – CA – Los Angeles – 333 S HOPE ST – BANK OF AMERICA PLAZA (CA 9193). Pay range: $25.00 – $44.00 hourly, based on experience, education, and skill set. Discretionary incentive: eligible. Benefits: eligibility for an annual discretionary plan and industry‑leading benefits. Internal employees working from home may be required to work onsite in accordance with the workplace excellence policy. Privacy Statement: Pay Transparency: #J-18808-Ljbffr Bank of America