Home / Jobs / Wealth Management Client Associate (FP)
Full-time

Wealth Management Client Associate (FP)

Posted by Bank of America • Vancouver, British Columbia, Canada

📍 Vancouver, British Columbia 🕒 March 23, 2026
Apply for this Job Similar Jobs

About the Role

Description

:
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.

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, ...

    • Job Details

    • Location Vancouver, British Columbia
    • Job Type Full-time
    • Category Financial Specialists
    • Posted March 23, 2026
    • Deadline May 02, 2026

    Ready to Apply?

    Submit your application today and take the next step in your career journey with Bank of America.

    Apply Now