Bank of America

Wealth Management Client Associate

Bank of America

Chevy Chase, MD, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

At Bank of America, we are looking for high-caliber candidates to join our team of Wealth Management Client Associates. We are seeking individuals who are organized, reliable, and have a passion for creating exceptional client experiences. The ideal candidate will be a self-starter with strong interpersonal and communication skills, able to think and act independently, and driven to provide superior client service. To be successful in this role, you must have a Bachelor's Degree or equivalent work experience, a demonstrated understanding of the financial services industry, and a minimum of 5 years of experience in a client-facing role. You must also have knowledge of the financial services industry and possess strong computer skills, including proficiency with Microsoft Office applications. Additionally, you should be capable of multi-tasking, managing multiple projects simultaneously, and handling frequent interruptions.

Where is this job?
This job is located at Chevy Chase, MD, USA
Job Qualifications
  • Excellent Customer Service Skills

  • Knowledge Of Financial Products And Services

  • Finance

  • Or Related Field

  • Bachelor's Degree In Business

  • Strong Interpersonal And Communication Skills

  • Knowledge Of Financial Planning

  • Ability To Understand Client Needs

  • Ability To Develop And Maintain Strong Relationships With Clients

  • Understanding Of Local Regulations And Compliance Policies

Required Skills
  • Documentation

  • Risk Management

  • Research

  • Strategic Planning

  • Networking

  • Communication

  • Problem Solving

  • Negotiation

  • Reporting

  • Compliance

  • Analytical

  • Client Relations

  • Investing

  • Advisory

  • Financial

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • flexibility

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Client Associate in Chevy Chase, MD, USA is $60,000 to $85,000 per year. This range may vary depending on experience, qualifications, and industry.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 6th, 2023
Apply BeforeMay 22nd, 2025
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About Bank of America

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.

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