Wealth Management Client Associate jobs at Bank Of America
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919 jobs found
13.05.2025
BOA
Bank Of America Registered Wealth Management Client Associate United States, Texas, Frisco
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...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Up to 90% travel required to Merrill Branch offices and flexible to meet varying hours/days when necessary. Maintain clear line of sight on account opening policy and procedure processes with...
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
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...
Support loan growth through high quality underwriting activities. Build credibility by developing, deepening, and sustaining a value-driven relationship with business partners. Collaborate with Sales, Risk, Operations, and Portfolio Management to...
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...
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!