Wealth Management Client Associate; FP

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.

• Provide excellent client service to the bank's clients through education on all banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests.
• Assist with ensuring practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank's offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outcomes to the FA.
• Support day‑to‑day team activities and needs, including covering roles during absences or seasonal increases, while leading with a client‑first mindset.

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent.

• Shift: 1st shift (United States of America)
• Hours Per Week: 40
• Location:
  
  US - CA - Pasadena - 800 E Colorado Blvd (CA 9810)

Pay range: $25.00 – $37.00 hourly, determined based on experience, education, and skill set.

Discretionary incentive eligible:
Employees may participate in an annual discretionary plan based on performance results, behaviors, line‑of‑business contributions, and overall company success.

Benefits eligible:
This role offers industry‑leading benefits, paid time off, resources, and support to enable employees to make a genuine impact and support sustainable business growth and community welfare.

Privacy Notice:

Bank of America is an equal opportunity employer and promotes diversity and inclusion in all aspects of employment.