Bank of America

Wealth Management Client Associate

Bank of America

Minneapolis, MN, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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!

Where is this job?
This job is located at Minneapolis, MN, USA
Job Qualifications
  • 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

Required Skills
  • 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

Soft Skills
  • Communication

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • flexibility

  • Attention to detail

  • Teamwork

  • Adaptability

Compensation

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.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 6th, 2023
Apply BeforeMay 22nd, 2025
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About Bank of America

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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