Wealth Management Client Associate

Welcome to Bank of America, where we are committed to helping clients achieve their financial goals through our comprehensive wealth management services. We are currently seeking a highly motivated and skilled Wealth Management Client Associate to join our team. As a key member of our wealth management division, you will have the opportunity to work with a diverse group of clients, gaining valuable experience and making a positive impact on their financial success. We are looking for individuals who are passionate about providing exceptional service and have a strong understanding of financial markets and products. If you are a driven individual with excellent communication and organizational skills, we encourage you to apply for this exciting opportunity.

1. Provide exceptional customer service to clients, ensuring their needs and financial goals are met.
2. Assist wealth management advisors in all aspects of client relationship management, including account opening, maintenance, and reporting.
3. Act as a primary point of contact for clients, addressing inquiries and resolving issues in a timely and professional manner.
4. Collaborate with team members to develop and implement strategies for client acquisition and retention.
5. Conduct market research and analysis to provide clients with up-to-date information on financial products and services.
6. Schedule and coordinate meetings with clients, advisors, and other team members.
7. Maintain accurate and organized client records and documentation.
8. Continuously stay updated on industry trends, regulations, and company policies.
9. Identify and pursue opportunities for business growth and development.
10. Provide administrative support to wealth management advisors, including preparation of reports and presentations.
11. Assist in the preparation and execution of marketing and promotional materials.
12. Build strong relationships with clients to foster trust and loyalty.
13. Ensure compliance with all company policies and procedures.
14. Collaborate with other departments, such as legal and compliance, to ensure client needs are met.
15. Contribute to a positive and professional work environment within the wealth management team.

According to JobzMall, the average salary range for a Wealth Management Client Associate in Norfolk, VA, USA is between $45,000 and $60,000 per year. However, this can vary based on factors such as the individual's experience, education, and the specific company they work for. Additionally, bonuses and commissions may also play a role in determining an individual's overall compensation in this role.

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.