Wealth Management Client Associate

Are you passionate about helping others achieve their financial goals? Do you have a keen eye for detail and excellent communication skills? Then Bank of America's Wealth Management team has the perfect opportunity for you! As a Wealth Management Client Associate, you will play a crucial role in providing exceptional service to our clients and supporting our team of financial advisors. This role requires a strong understanding of financial products and services, as well as the ability to build and maintain relationships with high net worth clients. If you have a drive for excellence and a genuine desire to help others succeed, we want you on our team.

1. Support financial advisors: The Wealth Management Client Associate will work closely with financial advisors to provide support and assistance in managing client portfolios.
2. Provide exceptional client service: This role is responsible for delivering top-notch service to high net worth clients, ensuring their needs and expectations are met.
3. Build and maintain client relationships: The Client Associate will be responsible for building and maintaining strong relationships with clients, promoting trust and loyalty.
4. Demonstrate knowledge of financial products and services: The ideal candidate will have a strong understanding of financial products and services, including investment options, wealth management strategies, and risk management.
5. Assist with client account management: The Client Associate will assist in managing client accounts, including processing transactions, maintaining records, and preparing reports.
6. Conduct research and analysis: This role may require conducting research and analysis on financial markets, products, and industry trends to support the team's decision-making process.
7. Ensure compliance: The Client Associate will ensure compliance with all regulatory and company policies, procedures, and guidelines.
8. Coordinate team activities: This position may involve coordinating team activities, such as client events, meetings, and presentations.
9. Communicate effectively: Effective communication is crucial in this role, as the Client Associate will be responsible for communicating with clients, financial advisors, and other team members.
10. Maintain confidentiality: The Client Associate must maintain strict confidentiality regarding client information and any sensitive company information.
11. Support business development efforts: The successful candidate will support the team's business development efforts by identifying potential clients and promoting the company's services and products.
12. Display a strong work ethic: The Client Associate is expected to demonstrate a strong work ethic, taking ownership of tasks and completing them efficiently and accurately.
13. Stay updated on industry trends: This role requires staying updated on industry trends, changes in regulations, and new products and services in the market.
14. Collaborate with team members: The Client Associate will work closely with other team members, collaborating and

According to JobzMall, the average salary range for a Wealth Management Client Associate in Wyomissing, PA, USA is $40,000 to $60,000 per year. This can vary depending on the specific company, experience level, and qualifications of the individual.

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.