Wealth Management Client Associate Bank of America Phoenix AZ
Overview
The Wealth Management Client Associate will provide client service support to multiple Financial Advisors by educating clients on banking offerings and managing client relationships. The role focuses on client advocacy and delivering customized solutions while maintaining high standards of accuracy and compliance. This position offers a unique opportunity to grow within a diverse team that values varied professional backgrounds.
What You'll Do9
- 1Provide excellent client service by educating clients on banking offerings and financial products
- 2Ensure timely accurate client materials and follow up on all requests
- 3Align practices with bank policies to support operational excellence and risk management
- 4Maintain client relationships by promoting banking integration into daily practices
- 5Support team activities and cover roles during absences or seasonal demand
- 6Lead with a client-first mindset in all interactions
- 7Identify and deepen client relationships through personalized service
- 8Communicate outputs to Financial Advisors regarding client needs
- 9Collaborate with internal teams to meet business and operational goals
Requirements10
- 1Currently holds or is pursuing FINRA Securities Industry Essentials (SIE) Series 7 and/or Series 66
- 2Possesses industry knowledge of investment products and wealth management strategies
- 3Has experience working with clients and delivering complex solutions
- 4Comfortable in a fast-paced environment with evolving responsibilities
- 5Detail-oriented with strong judgment for handling sensitive information
- 6Proficient in Microsoft Office Suite and Salesforce
- 7Strong verbal and written communication skills
- 8Minimum education requirement: High School Diploma or GED
- 9Minimum 5+ years of relevant professional experience
- 10Experience with CRM systems and client relationship management
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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