**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. Responsible Growth is how
we run our company and how we deliver for our clients, teammates, communities
and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work
for our teammates around the world. We’re devoted to being a diverse and
inclusive workplace for everyone. We hire individuals with a broad range of
backgrounds and experiences and invest heavily in our teammates and their
families by offering competitive benefits to support their physical,
emotional, and financial well-being.

Bank of America believes both in the importance of working together and
offering flexibility to our employees. We use a multi-faceted approach for
flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a difference.
Join us!

**Job Description:**  
This job is responsible for providing client service support to potentially
multiple Financial Advisors (FAs). Key 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. Job expectations include serving as the most frequent point of
contact within Merrill to address all service needs of their clients.

**Responsibilities:**

* Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  * Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  * Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  * Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  * Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

**Skills:**

* 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:**

* 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

**Shift:**

1st shift (United States of America)

**Hours Per Week:  **

37.5



This company is not affiliated with Joinrs as a partner.
 All available job offers can be found on their public website.
 Joinrs works to aggregate all the open job listings in the world.

Bank of America

At Bank of America, the Private Wealth Client Associate role supports Financial Advisors by providing client service and managing relationships. The position emphasizes client advocacy, operational excellence, and a flexible work approach. Responsibilities include client education, ensuring service accuracy, and promoting banking services. Skills required include account and client management, communication, and business development. Education requirement is 2+ years post high school or 4+ years relevant experience.

Private Wealth Client Associate

Summary