Bank of America is seeking a Wealth Management Client Associate in Irvine, CA, to provide client service support to Financial Advisors. The role emphasizes a client-centric approach and requires an enthusiastic, detail-oriented individual who can adapt in a fast-paced environment
Job Summary
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Matching Summary
Match Score: 85
Bank of America is seeking a Wealth Management Client Associate in Irvine, CA, to provide client service support to Financial Advisors. The role emphasizes a client-centric approach and requires an enthusiastic, detail-oriented individual who can adapt in a fast-paced environment.
Salary
Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: This role is currently benefits eligible.
Skills & Requirements
Must-have
client service support
client relationship management
operational excellence goals
enterprise strategic objectives
Nice-to-have
continuous learning
professional growth
sound judgment and discretion
fast-paced environment
Key Requirements
High School Diploma / GED / Secondary School or equivalent
FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66
Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce