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Wealth Management Client Associate - Walnut Creek

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Bank of America

21d ago

💼 Graduate Job

Walnut Creek

AI generated summary

  • You need account management, client focus, and business development skills for this Wealth Management Client Associate role in Walnut Creek at Bank of America. 2+ years post high school education or 4+ years relevant experience required. Undergraduate degree preferred.
  • You will provide exceptional client service, educate clients on banking services, ensure accuracy in client materials, deepen client relationships, and support team activities with a client-first mindset.

Graduate Job

Banking & Finance, Customer RelationsWalnut Creek


  • 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.


  • 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

Area of Responsibilities

Banking & Finance
Customer Relations


  • 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


Work type

Full time

Work mode



Walnut Creek