Job Title: Wealth Management Client Associate (FP), Irvine
Client:
Bank of America
Location:
Irvine, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
f9cc7d504203
Job Views:
4
Posted:
25.08.2025
Expiry Date:
09.10.2025
Job Description:
This role is responsible for providing client service support to multiple Financial Advisors (FAs). Key responsibilities include supporting strategic objectives, operational excellence, and client advocacy within the FA's business, while customizing solutions based on their needs. The role involves serving as the primary contact within Merrill for client service needs.
Responsibilities:
* Provide excellent client service by educating clients on bank's services and offerings.
* Ensure timeliness, accuracy, and completeness in client materials; follow up on requests.
* Align practices with bank policies to support operational excellence, protect clients, and manage risk.
* Identify, deepen, and maintain client relationships, promoting banking solutions and communicating outputs to FAs.
* Support daily team activities, including coverage during absences or seasonal increases, with a client-first mindset.
Skills:
* Account Management
* Client Management
* Customer and Client Focus
* Issue Management
* Oral and Written Communications
* Business Development
* Client Solutions Advisory
* Pipeline Management
* Prioritization
* Administrative Services
* Emotional Intelligence
* Referral Identification
Desired Qualifications:
* Mandarin Language Speaker
Minimum Education:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency:
Pay range: $25.00 - $37.00 hourly, based on experience, education, and skills. Discretionary incentive eligible. This role participates in an annual discretionary plan based on individual and company performance.
Benefits:
This position is benefits eligible, offering industry-leading benefits, paid time off, and resources to support employee well-being and community contribution.
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