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Bank of America is seeking a Wealth Management Client Associate in North Bethesda, MD, to provide client service support to Financial Advisors. The ideal candidate should have a client-centric mindset, be a self-starter, and possess strong communication and organizational skills.
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Job Summary
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
Responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Matching Summary
Match Score: 75
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Bank of America is seeking a Wealth Management Client Associate in North Bethesda, MD, to provide client service support to Financial Advisors. The ideal candidate should have a client-centric mindset, be a self-starter, and possess strong communication and organizational skills.
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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
culture driven
resilient
results focused
effective
continuous learning
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