
Wealth Management Client Associate
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!
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
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
Communication
Decision Making
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Critical thinking
collaboration
Adaptability
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.
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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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