
Wealth Management Client Associate
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.
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
Documentation
Risk Management
Research
Strategic Planning
Networking
Communication
Problem Solving
Negotiation
Reporting
Compliance
Analytical
Client Relations
Investing
Advisory
Financial
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
flexibility
Teamwork
Adaptability
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.
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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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