Bank of America

Wealth Management Client Associate

Bank of America

Marietta, GA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you passionate about helping clients reach their financial goals? If so, Bank of America is looking for a Wealth Management Client Associate to join our team! In this role, you’ll be responsible for providing world-class service and advice to clients of our private banking and wealth management business.We’re looking for someone who has a strong understanding of financial principles and practices, and the ability to interpret and apply these to client situations. You must have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team. A Bachelor’s degree in finance, economics, or a related field is also required.If you’re ready to take the next step in your career and help our clients achieve their financial goals, we’d love for you to apply for this role.

Where is this job?
This job is located at Marietta, GA, USA
Job Qualifications
  • Strong Interpersonal Skills

  • Proficiency In Microsoft Office Suite

  • Excellent Organizational And Time Management Skills

  • Proven Customer Service Experience

  • Possess A Strong Understanding Of Financial Products

  • Knowledge Of Financial Software Programs And Applications

  • Ability To Perform Detailed Research And Analysis

  • Bilingual Abilities A Plus

Required Skills
  • Research

  • Financial Planning

  • Data Entry

  • Networking

  • Account Management

  • Communication

  • Problem Solving

  • Negotiation

  • Reporting

  • Compliance

  • Risk Analysis

  • Portfolio Management

  • Client Services

  • Investment Strategies

  • Wealth Analysis

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Client Associate in Marietta, GA, USA is $45,000 to $65,000. This range may vary depending on the individual's experience, qualifications, 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 BeforeJune 21st, 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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