2+ years post high school education or 4+ years experience
Foundational knowledge of investment and banking products
Microsoft word, excel, and powerpoint proficiency
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The Wealth Management Client Associate position at Bank of America involves providing operational and sales support to Financial Advisors, focusing on affluent clients and ensuring exceptional client service. Candidates should possess foundational knowledge of investment and banking products, along with strong communication skills and a customer-focused mindset.
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Job Summary
The role provides dedicated operational and sales support to multiple Financial Advisors within Merrill Wealth Management.
Incumbents serve as the primary point of contact for established clients, managing end-to-end onboarding and account maintenance.
The position requires protecting client privacy while leveraging digital tools to create an exceptional client service experience.
Matching Summary
Match Score: 75
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The Wealth Management Client Associate position at Bank of America involves providing operational and sales support to Financial Advisors, focusing on affluent clients and ensuring exceptional client service. Candidates should possess foundational knowledge of investment and banking products, along with strong communication skills and a customer-focused mindset.
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Skills & Requirements
Must-have
2+ years post high school education or 4+ years experience
Foundational knowledge of investment and banking products
Microsoft Word, Excel, and PowerPoint proficiency
Nice-to-have
Undergraduate degree preferred
Salesforce experience a plus
Self-motivated and coachable attitude
Fast-paced environment adaptability
Creativity in problem-solving
Key Requirements
2+ years post high school education OR 4+ years professional experience
Foundational knowledge of investment and banking products
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint)