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Wealth Management Client Associate jobs at Bank Of America

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1,320 jobs found
09.07.2025
BOA

Bank Of America Fraud Client Services Representative - 1st shift United States, Pennsylvania, Scranton

Limitless High-tech career opportunities - Expoint
Description:
Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives. Fully understands how life events can impact a client’s financial situation and...
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09.07.2025
BOA

Bank Of America Client Services Representative II Bilingual Spanish United States, Nevada, Las Vegas

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Description:
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...
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09.07.2025
BOA

Bank Of America Wealth Management Specialist - NPD United States, Texas, San Antonio

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Description:
Account Management. Business Acumen. Client Management. Client Solutions Advisory. Portfolio Management. Referral Identification. Referral Management. Relationship Building. Administrative Services. Client Investments Management. Customer Service Management. Process Simplification. Series 7, 63/65...
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08.07.2025
BOA

Bank Of America CVL Dealer Sales - Retail Client Manager United States, New York, City of Albany

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Description:
Business Development. Client Management. Customer and Client Focus. Influence. Prospecting. Active Listening. Adaptability. Negotiation. Networking. Relationship Building. Client Solutions Advisory. Emotional Intelligence. Referral Identification. 5+ years experience selling retail financing...
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08.07.2025
BOA

Bank Of America Private Wealth Client Associate United States, New York, New York

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Description:
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...
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08.07.2025
BOA

Bank Of America Registered Wealth Management Client Associate - RDA United States, Texas

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Description:
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...
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08.07.2025
BOA

Bank Of America Wealth Management Client Associate United States, Georgia, Atlanta

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Description:
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...
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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!