
Wealth Management Client Associate
Wealth Management Client Associates at Bank of America are the driving force behind our premier client experience. In this highly visible role, you'll be the go-to person for our clients, with a focus on providing exceptional service and personalized solutions. To be successful in this role, you must have a passion for helping people and a commitment to providing clients with the highest quality of service and solutions. We are looking for individuals with experience in financial services and a proven ability to build and maintain relationships. You should have excellent communication skills, both verbal and written, as well as a strong ability to listen and understand complex financial information. You should also be comfortable with technology, and have an understanding of the regulations, policies and procedures that drive the banking industry. A four-year college degree is required, and a relevant certification or advanced degree is preferred. At Bank of America, we believe in the power of our people. We're committed to creating an environment where everyone has the opportunity to excel and be their best, and we're looking for a Wealth Management Client Associate who shares our values. If you're ready to join a fast-paced, dynamic team and make a difference for our clients, we'd love to hear from you.
Knowledge Of Financial Products And Services
Excellent Communication And Interpersonal Skills
Strong Customer Service Orientation
Proficiency In Microsoft Office Applications
Ability To Multitask And Prioritize
Demonstrated Organizational Skills
Understanding Of Financial Planning Principles
Professional Demeanor And Appearance
Risk Management
Financial Analysis
Data Analysis
Communication
Problem Solving
Negotiation
Relationship Management
Client Service
Portfolio Management
Regulatory compliance
Market analysis
Report generation
Tax Planning
Investment Strategies
Account Administration
Communication
Conflict Resolution
Leadership
Negotiation
Problem Solving
Time management
Interpersonal Skills
Critical thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Wealth Management Client Associate in San Diego, CA, USA is between $50,000 and $90,000 per year. The salary range will vary depending on the size of the firm, the experience of the individual, 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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