Wealth Management Client Associate-… at Bank of America · Carlsbad

Summary: Bank of America is a leading provider of comprehensive wealth management and investment products. The Wealth Management Client Associate role is responsible for providing client service support to Financial Advisors, ensuring client needs are met while promoting the bank's offerings and maintaining operational excellence. 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 Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results - Demonstrates a client-centric mindset, always acting in the best interest of the client - Has the ability to learn and adapt to new information and technology platforms - Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Preferred Qualifications: - Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) - Possesses industry knowledge and an understanding of investment products - Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience - Is comfortable operating in a fast-paced environment with changing and evolving responsibilities - Is detail oriented - Demonstrates a commitment to continuous learning and professional growth - Exhibits sound judgment and discretion when handling sensitive information - Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce - Demonstrates professional verbal and written communication skills Required Skills: FINRA SIE, Series 7, Series 66 Important Skills: Client Management, Investment Products Knowledge, Microsoft Office, Salesforce Nice-to-Have Skills: Client Solutions Advisory, Oral Communications, Written Communications, Emotional Intelligence, Detail Oriented Benefits: Discretionary incentive eligible, This role is currently benefits eligible., 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.