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Wealth Management Client Associate

2 months ago

Norfolk, Virginia, United States Bank of America Full time
Job Description:

Wealth Management Client Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Wealth Management Client Associate, you will play a critical role in helping clients pursue their financial goals through personalized service and tailored solutions.

Key Responsibilities:

  • Provide exceptional client service and support to Financial Advisors and their clients
  • Assist with identifying and deepening client relationships through customized solutions and banking offerings
  • Support operational excellence and client advocacy within the Financial Advisor's business
  • Collaborate with cross-functional teams to ensure seamless client experiences
  • Develop and maintain knowledge of Bank of America's products and services to effectively communicate value to clients

Requirements:

  • High school diploma or equivalent required
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Office and other software applications

About Bank of America:

Bank of America is a leading financial institution committed to helping individuals and businesses achieve their financial goals. We offer a comprehensive range of products and services, including banking, investments, and wealth management. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking talented individuals to join our team.