Job Description: 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, t…
Skills: Account Management, Attention To Detail, Collaboration, Recording/Organizing Information, Written Communications
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Entry level
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SeniorVisa sponsorship$2.1B raised
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$140k–$235k/yr
Senior+$3.6B raised
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$140k–$235k/yr
Senior+$3.6B raised
Job Description: 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, t…
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Laguna Hills, California, United States · Remote OK
Entry level
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Entry level
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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$28/hr–$40/hr
Full-time
high school, bachelor degree
Paid Time Off, Discretionary Incentive Plan, Health Insurance, Financial Wellness Support, Emotional Wellness Support, Physical Wellness Support
Posted 21d ago
~40 hrs/week
Responsibilities
The role is responsible for supporting high net worth client needs by executing service plans and handling day-to-day inquiries. This includes managing account openings, asset transfers, and coordinating with specialists to provide an integrated service experience.
Requirements
Requires a minimum of 1 year of experience with a financial institution focusing on client service and sales. A high school diploma is the minimum requirement, though a bachelor's degree in Business, Finance, or Economics is desired.
Full job description
Job Description:
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!
Job Description:
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
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
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.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819)Pay and benefits informationPay range$28.52 - $40.29 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How much do Finance & Accounting jobs in California pay?
Based on 9557 listings with disclosed salaries, most finance & accounting jobs in California pay between $78k–$210k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in California right now?
There are currently 16,394 open finance & accounting positions in California listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in California?
Companies currently hiring include Bank of America, JPMorganChase, Wells Fargo, Confie, U.S. Bank, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in California?
Yes — 5821 of the 16394 open finance & accounting positions offer remote or hybrid work (1577 remote, 4244 hybrid).
How do I apply for Finance & Accounting jobs in California?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.