Wealth Management Client Associate

Are you looking for a dynamic and fulfilling career in the financial industry? Bank of America is seeking a highly motivated and client-focused individual to join our team as a Wealth Management Client Associate. In this role, you will have the opportunity to work closely with our team of experienced wealth management professionals to help our clients achieve their financial goals. We are seeking candidates who possess excellent communication and organizational skills, have a strong attention to detail, and a passion for delivering exceptional customer service. If you are driven, customer-oriented, and have a desire to grow in the financial services industry, we encourage you to apply for this exciting opportunity with Bank of America.

1. Assist wealth management team in developing and maintaining client relationships.
2. Communicate with clients to understand their financial goals and needs.
3. Coordinate and schedule meetings with clients and assist in preparing meeting materials.
4. Conduct research and analysis to support wealth management recommendations.
5. Manage and maintain client files and records in a timely and organized manner.
6. Act as a point of contact for clients, addressing their inquiries and concerns promptly and professionally.
7. Collaborate with team members to develop and implement financial plans for clients.
8. Stay up-to-date on industry trends and regulations to provide clients with accurate and relevant information.
9. Assist in the preparation of presentations, reports, and other materials for client meetings.
10. Maintain a high level of confidentiality and discretion when handling sensitive client information.
11. Identify opportunities to improve client service and suggest innovative solutions.
12. Continuously develop and improve knowledge of financial products and services.
13. Participate in training and development programs to enhance skills and knowledge.
14. Support team in achieving sales and revenue goals.
15. Conduct administrative tasks, such as processing transactions and completing paperwork, accurately and efficiently.
16. Adhere to all company policies and procedures, including compliance and regulatory requirements.
17. Uphold a positive and professional image of Bank of America while interacting with clients and colleagues.

According to JobzMall, the average salary range for a Wealth Management Client Associate in Brea, CA, USA is $50,000 - $70,000 per year. This can vary depending on factors such as experience, qualifications, and the specific company or institution the individual is working for.

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.