
Wealth Management Client Associate
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!
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
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
Communication
Leadership
Time management
Interpersonal Skills
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
Decision-making
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.
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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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