
Wealth Management Client Associate
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.
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
Research
Financial Planning
Data Entry
Networking
Account Management
Communication
Problem Solving
Negotiation
Reporting
Compliance
Risk Analysis
Portfolio Management
Client Services
Investment Strategies
Wealth Analysis
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
Organization
Critical thinking
Teamwork
Adaptability
Problem-Solving
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.
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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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