Bank of America

Wealth Management Client Associate

Bank of America

Detroit, MI, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you an organized and detail-oriented individual with a passion for helping others achieve their financial goals? If so, Bank of America has an exciting opportunity for you! We are seeking a Wealth Management Client Associate to join our team and provide exceptional service to our clients. In this role, you will be responsible for managing client accounts, ensuring accuracy of all client requests and transactions, and providing guidance and support to our Wealth Management team.To be successful in this role, you must have excellent customer service and communication skills, a strong understanding of financial products and services, and the ability to manage multiple tasks and prioritize workload. The successful candidate will also have a bachelor’s degree in finance or a related field, as well as three or more years of experience in client services or a related field. If this sounds like the opportunity you’ve been looking for, we’d love to hear from you!

Where is this job?
This job is located at Detroit, MI, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Bachelor's Degree In Finance Or Related Field

  • Ability To Work Independently And As Part Of A Team

  • Strong Customer Service Orientation

  • Proficiency In Microsoft Office Applications

  • Knowledge Of Finance And Investments

  • Proven Organizational Skills

  • High Degree Of Professionalism

Required Skills
  • Risk Management

  • Financial Analysis

  • Data Entry

  • Communication

  • Problem Solving

  • Reporting

  • Technical skills

  • Client Service

  • Relationship Building

  • Record keeping

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • Tax Planning

  • Investment Strategies

Soft Skills
  • Communication

  • Decision Making

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Client Associate in Detroit, MI, USA is between $48,000 and $91,000 per year. This range is based on the salaries of job postings on the platform, as well as salaries reported by current and former employees.

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 BeforeJuly 20th, 2025
This job posting is from a verified source. 
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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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