Bank of America · 14 hours ago
Wealth Management Client Associate (Part-time)
Irvine, CA
Part-time
Onsite
Entry Level
1+ years expBank of America is a leading provider of comprehensive wealth management and investment products. The Wealth Management Client Associate will provide client service support to Financial Advisors, ensuring excellent service and operational excellence while customizing solutions for clients' needs.
Asset ManagementBankingFinanceFinancial ServicesFinTech
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
Qualification
Required
Minimum of 1+ years professional or relevant internship experience required
Strong communication skills, both verbal and written
Strong analytical skills, able to maintain a high quality of customer service and attention to detail
Work independently, prioritize time and exceptional organizational skills
Manage multiple and conflicting objectives, projects, or activities at once with minimal direction
High School Diploma / GED / Secondary School or equivalent
Preferred
Strong organization and administrative abilities
Client facing and customer service experience
Mandarin Language Speaker
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2025-12-30
bloomberglaw.com
2025-12-30
2025-12-29
Company data provided by crunchbase