
Wealth Management Client Associate
At Bank of America, we strive to develop strong relationships with our clients in order to offer them the best possible experience when it comes to wealth management. We are currently looking for a Wealth Management Client Associate to join our team. The ideal candidate will have a passion for helping people reach their financial goals and a commitment to providing superior customer service.The Wealth Management Client Associate will be responsible for providing exceptional service and support to the clients of the Wealth Management division by maintaining and enhancing relationships with clients and their families. This position requires excellent communication skills, an ability to think on your feet, and a genuine interest in helping people. The successful candidate must also be able to work well in a team environment and be able to effectively manage multiple tasks and priorities.Qualifications for this position include a Bachelor’s degree in Finance, Economics, or a related field, as well as at least two years of experience in the financial services industry. Previous experience in wealth management, financial planning, and/or client service is preferred. The ideal candidate will also have strong interpersonal and organizational skills and the ability to think critically and solve problems.If you have a passion for helping people and a commitment to providing superior customer service, we would love to hear from you!
Ability To Build And Maintain Relationships With Clients
Excellent Interpersonal And Communication Skills
Attention To Detail And Accuracy
Problem Solving And Analytical Skills
Ability To Maintain Confidentiality
Knowledge And Understanding Of Financial Services
Working Knowledge Of Microsoft Office Suite
Familiarity With Financial Software
Risk Management
Banking
Financial Planning
Account Management
Market Research
Analytical skills
Problem Solving
Client Service
Risk Mitigation
Regulatory compliance
Client Relations
wealth management
Portfolio analysis
Asset allocation
Investing
Communication
Problem Solving
Time management
Interpersonal Skills
creativity
self-motivation
flexibility
Attention to detail
Teamwork
Adaptability
According to JobzMall, the average salary range for a Wealth Management Client Associate in Minneapolis, MN, USA is $47,527 - $76,057. The salary range is determined by factors such as experience, level of education, company size, and the specific duties of the position.
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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.

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