Wealth Management Client Associate

Welcome to Bank of America, where we strive to help our clients achieve their financial goals and build a secure future. We are currently seeking a dedicated and motivated Wealth Management Client Associate to join our team. In this role, you will have the opportunity to work closely with our clients, providing them with personalized wealth management services and helping them navigate the complexities of their finances. We are looking for someone with a strong passion for finance and a desire to help others succeed. If you have the qualifications and drive to excel in this role, we encourage you to apply today and be a part of our dynamic team.

1. Provide exceptional customer service to our clients, making them feel welcome and valued at all times.
2. Build and maintain strong relationships with clients, understanding their financial needs and goals.
3. Assist Wealth Management Advisors in developing and implementing personalized financial plans for clients.
4. Conduct thorough research and analysis to provide clients with accurate and relevant financial information.
5. Collaborate with other team members to ensure the best possible solutions are provided to clients.
6. Proactively identify opportunities to cross-sell and upsell additional products and services to clients.
7. Monitor and review client portfolios to ensure they are aligned with their financial goals and risk tolerance.
8. Stay up-to-date with the latest market trends and industry developments to provide informed advice to clients.
9. Handle client inquiries and concerns in a timely and professional manner.
10. Adhere to all regulatory and compliance procedures and consistently meet performance and productivity targets.
11. Continuously strive to improve and enhance the client experience.
12. Attend training and development sessions to enhance knowledge and skills.
13. Collaborate with internal departments to ensure smooth and efficient operations.
14. Maintain accurate and detailed records of client interactions and transactions.
15. Represent Bank of America in a professional and ethical manner at all times.

According to JobzMall, the average salary range for a Wealth Management Client Associate in Little Rock, AR, USA is between $50,000 and $75,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or financial institution the individual is employed by.

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.