Wealth Management Client Associate

Welcome to the exciting world of wealth management at Bank of America! As a Wealth Management Client Associate, you will have the opportunity to work closely with our team of dedicated financial professionals to deliver exceptional service and support to our valued clients. Our clients trust us to manage their wealth and help them achieve their financial goals, and we are looking for a highly motivated and client-focused individual to join our team. If you are passionate about providing exceptional service, have a strong understanding of financial markets, and possess excellent communication and organizational skills, then we want you on our team!

1. Provide exceptional client service by responding promptly and accurately to client inquiries and requests.
2. Assist financial professionals in managing client relationships and meeting client needs.
3. Conduct market research and analysis to assist in making informed investment recommendations.
4. Maintain accurate and organized client records and files.
5. Coordinate and schedule client meetings and appointments.
6. Prepare and process client account paperwork and transactions.
7. Collaborate with team members to ensure efficient and effective client service.
8. Stay up-to-date on industry trends and regulations to ensure compliance.
9. Proactively identify and address potential client issues or concerns.
10. Build and maintain strong relationships with clients to promote client loyalty and retention.
11. Assist in creating and delivering client presentations.
12. Continuously seek opportunities to enhance the client experience and improve processes.
13. Adhere to all company policies and procedures.
14. Participate in training and development opportunities to enhance skills and knowledge.
15. Support team members in completing tasks and achieving team goals.

According to JobzMall, the average salary range for a Wealth Management Client Associate in Orlando, FL, USA is between $45,000 and $60,000 per year. However, this can vary depending on factors such as the specific company, the candidate's experience and qualifications, and the overall job market. It is best to research the specific company and their salary range for this position to get a more accurate estimate.

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.