Bank of America

Wealth Management Client Associate

Bank of America

Chelmsford, MA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Bank of America, we are seeking a Wealth Management Client Associate to join our team and make an immediate impact on the success of our firm. The ideal candidate is a motivated and highly organized professional, who is passionate about delivering exceptional customer service and developing lasting relationships with our clients.The Wealth Management Client Associate is critical to our firm as they will have direct contact with our clients and will be responsible for providing comprehensive client service support. As a Client Associate, you will have the opportunity to collaborate with our team of financial advisors and will be responsible for ensuring client satisfaction, as well as providing operational support.To be successful in this role, you must possess excellent communication and interpersonal skills, a driven and professional demeanor, and a passion for the financial services industry. The ideal candidate must also have a Bachelor’s degree and have a minimum of two years of related experience in the financial services industry.If you are a motivated and organized professional who is passionate about providing exceptional customer service, we invite you to apply for this exciting opportunity!

Where is this job?
This job is located at Chelmsford, MA, USA
Job Qualifications
  • Analytical And Problem-Solving Skills

  • Excellent Customer Service Skills

  • Strong Interpersonal And Communication Skills

  • Ability To Work Independently And As Part Of A Team

  • Proficient In Microsoft Office

  • Knowledge Of Financial Markets

  • Knowledge Of Investments And Banking Products

  • Ability To Learn Quickly

Required Skills
  • Risk Management

  • Insurance

  • Financial Planning

  • Portfolio Management

  • Regulatory compliance

  • Stock market

  • Client Relations

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Investment Analysis

  • Tax Planning

  • Mutual Funds

  • Wealth Preservation

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Wealth Management Client Associate in Chelmsford, MA, USA is between $45,000 and $76,000 per year. The salary range is based on a variety of factors such as experience, education, industry, and location.

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 BeforeAugust 19th, 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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