Private Bank Associate - Investments
- Pay
- $29 – $40 per hour
- Location
- Los Angeles, CA · On-site
- Job type
- Full-time
- Level
- Mid-level
- Experience
- 1+ year
- Education
- High school diploma or equivalent
- Listed
- Today
Skills & highlights for this role
- Account Management
- Attention to Detail
- Collaboration
- Written Communications
- Active Listening
- Customer and Client Focus
- Issue Management
- Prioritization
Also useful
- Critical Thinking
- Customer Experience Improvement
- Decision Making
- Pipeline Management
- Adaptability
- Recording/Organizing Information
About the role
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
About the role
This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
Responsibilities
- Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
- Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
- Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
- Responsible for providing administrative and analytical support to Portfolio Manager(s)
- Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews
Qualifications
- Minimum of 1 year of experience with a financial institution focusing on client service and sales
- High net worth client service and sales experience desired
- BS/BA degree in Business, Finance or Economics desired
Skills
- Account Management
- Attention to Detail
- Collaboration
- Recording/Organizing Information
- Written Communications
- Active Listening
- Adaptability
- Customer and Client Focus
- Issue Management
- Prioritization
- Critical Thinking
- Customer Experience Improvement
- Decision Making
- Pipeline Management
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
- Pay Transparency details
US - Ca
Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193)
Pay and benefits information
- Pay range $28.52 - $40.29 hourly pay, offers to be determined based on experience, education and skill set.
- Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Equal opportunity and legal notices
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.
From Ghr's careers page, first listed on Rolev.ai on November 13, 2026. Rolev.ai is not the employer.
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Common questions
What is the salary for the Private Bank Associate - Investments role at Ghr?
The Private Bank Associate - Investments posting at Ghr states compensation of $29 – $40 per hour. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Ghr's official career site.
Where is the Private Bank Associate - Investments job at Ghr located?
This Private Bank Associate - Investments position at Ghr is located in Los Angeles, CA (On-site). Always check Ghr's application page for specific state eligibility or relocation policies.
What qualifications are required for Private Bank Associate - Investments at Ghr?
For the Private Bank Associate - Investments role, Ghr highlights 1+ year of relevant experience; a high school diploma or equivalent; experience with Account Management, Attention to Detail, Collaboration, Written Communications, Active Listening, Customer and Client Focus. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Private Bank Associate - Investments position at Ghr?
This listing links directly to Ghr's Workday application page. You can apply directly on Ghr's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.