Wealth Management Client Associate

Position Overview The Wealth Management Client Associate role is a sales support position, providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents support office initiatives and the business of specific Financial Advisors, often serving as the most frequent point of contact for established clients. Responsibilities Work with highly affluent clients Lead end-to-end onboarding and maintenance activities for new and existing clients Provide products and services to each client, working with cross line of business partners Use creativity to tackle complex problems Manage client servicing requests and account maintenance Use multiple communication methods to ensure a consistent and exceptional client service experience Act as a key team member leading our clients’ digital experience with the firm Create ease of access and interaction while protecting privacy and security Find opportunities to innovate every day Qualifications 2+ years post‑high‑school education and/or 4+ years of professional or relevant internship experience Undergraduate degree is a plus Foundational knowledge of investment and banking products Energetic, self‑motivated, coachable, and flexible Enjoys a fast‑paced environment with evolving responsibilities Detail‑oriented and invested in personal development Consistently pursues client‑experience excellence Works quickly to fulfill client needs by delivering complex solutions Frequent communication and discretion with sensitive information Experience with Microsoft Word, Excel, PowerPoint, and Salesforce is a plus Professional verbal and written communication skills Job Details Shift: 1st shift (United States of America) Hours per week: 37.5 Privacy Statement: #J-18808-Ljbffr Bank of America