Bank of America

Wealth Management Client Associate

Bank of America

Santa Barbara, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to the Bank of America Wealth Management Client Associate position! As a Wealth Management Client Associate, you will be responsible for providing high-quality client service and support to our Wealth Management clients. This role is a great opportunity to join a team of talented professionals and be part of a dynamic and growing organization.We are looking for candidates who have strong interpersonal and communication skills. You should be able to demonstrate an in-depth knowledge of the financial services industry, have the ability to build relationships, and have a passion for providing a superior client experience. In addition, you should possess strong problem-solving and analytical skills and be able to work independently as well as within a team environment.If you have the qualifications and desire to work in an exciting and challenging environment, we want to hear from you!

Where is this job?
This job is located at Santa Barbara, CA, USA
Job Qualifications
  • Strong Interpersonal Skills

  • Proficiency In Microsoft Office Suite

  • Bachelor's Degree In Finance Or Related Field

  • Excellent Communication Skills

  • Professional Demeanor

  • Knowledge Of Investment Products And Services

  • Understanding Of The Financial Services Industry

  • Proven Ability To Handle Multiple Tasks Simultaneously

Required Skills
  • Risk Management

  • Financial Analysis

  • Data Analysis

  • Market Research

  • Negotiation

  • Regulatory compliance

  • Administrative support

  • Client Relations

  • Asset allocation

  • Strategic analysis

  • Investment planning

  • Tax Planning

  • Wealth Preservation

  • Portfolio Construction

  • Client Education

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Organizational skills

  • Creative Thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Client Associate in Santa Barbara, CA, USA is between $50,000 and $90,000 per year. This range will vary depending on the individual's level of experience, education, and other factors.

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 10th, 2026
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started