Wealth Management Client Associate jobs at Bank Of America
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1,426 jobs found
14.08.2025
BOA
Bank Of America Transaction Management Ops Team Lead United States, Texas, Dallas
Manages team workflow across various systems and provides process oversight and direction for accurate and timely completion of deliverables. Provides day-to-day training and coaching to team while addressing employee inquiries...
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures. Responds to moderately complex client inquiries via numerous channels...
Supports the extraction of data using a variety of a programming languages, such as SQL, SAS, Python, or Spark/Scala, and applies knowledge of relational and non-relational database systems housed on...
Leads the client wealth planning engagement process, including the new business review and onboarding process for initial and successor trustee appointments and managed agency services. Develops holistic, integrated planning strategies...
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. SAFE Act Registration; ADV-2B Required. Obtain and/or maintain...
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures. Responds to moderately complex client inquiries via numerous channels...
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...
Manages team workflow across various systems and provides process oversight and direction for accurate and timely completion of deliverables. Provides day-to-day training and coaching to team while addressing employee inquiries...
The Wealth Management Client Associate (WMCA) role is an integral part of Bank of America’s tech arm. It is a highly sought-after position for technologists eager to make a lasting impact in the wealth management space.
WMCA’s are responsible for providing comprehensive client service, handling day-to-day account issues, and working with internal and external resources to develop innovative solutions tailored to clients’ needs. WMCA’s work with clients to cultivate long-term relationships in order to identify and create wealth management solutions based on the particular needs of the client.
Successful WMCAs are organized, analytical, and highly detail-oriented. They possess excellent client service skills, good business development capabilities, and must be comfortable negotiating a large volume of activity while managing multiple clients. WMCA’s also need to be highly knowledgeable in the financial services industry and must keep up with the most recent changes in regulations, technology, and trends.
The WMCA role is the perfect opportunity for tech professionals to put their expertise to use in a meaningful way. It’s an ideal role for those looking to incorporate their knowledge with the client service aspect of the job. Those who are part of the WMCA team are responsible for creating relationships with clients on a professional and personal level, while still playing an integral role in the success of Bank of America.
At Bank of America, WMCA’s will be valued members of a team-oriented environment supporting and collaborating with others to provide advisors with the best wealth management solutions. If you’re looking for a role where technology and client service meet, the WMCA role at Bank of America is the perfect fit!