Registered Wealth Management Client Associate

Welcome to Bank of America's Wealth Management team, where we are dedicated to helping our clients achieve their financial goals. As a Registered Wealth Management Client Associate, you will play a vital role in providing exceptional service and support to our high net worth clients. We are seeking a highly motivated and detail-oriented individual who thrives in a fast-paced and dynamic environment. If you are passionate about delivering excellent customer service and possess a strong understanding of financial products and services, we invite you to join our team and help our clients secure their financial future.

1. Provide exceptional customer service to high net worth clients by responding promptly and professionally to their inquiries and requests.
2. Assist Wealth Management Advisors in maintaining client relationships and identifying their financial goals and needs.
3. Prepare and maintain client account documentation, including account opening and maintenance forms.
4. Conduct financial account reviews and analysis to ensure accuracy and compliance with regulations.
5. Collaborate with internal teams to ensure a seamless and efficient client experience.
6. Proactively identify and address potential issues or concerns raised by clients, escalating them to the appropriate team members when necessary.
7. Stay up-to-date on financial products and services offered by the bank, and effectively communicate them to clients.
8. Assist in the preparation of client presentations and reports.
9. Maintain confidentiality and handle sensitive information with discretion.
10. Demonstrate a strong understanding of industry regulations and compliance guidelines.
11. Continuously learn and improve upon skills and knowledge to provide the best service to clients.
12. Support team goals and initiatives to drive business growth and success.
13. Uphold the bank's values and code of conduct in all interactions with clients and team members.
14. Contribute to a positive and collaborative team environment by actively participating in meetings and sharing ideas.
15. Adhere to all bank policies and procedures, as well as relevant laws and regulations.

According to JobzMall, the average salary range for a Registered Wealth Management Client Associate in Las Vegas, NV, USA is $50,000 - $80,000 per year. This range can vary depending on factors such as experience, education, and the specific company or financial institution the individual is employed by. Additionally, bonuses and commissions may also be a significant part of a wealth management client associate's overall compensation.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.