Wealth Management Associate

1 week ago

Washington, Washington, D.C., United States Bank of America Full time
Job Title: Wealth Management Client Associate

We are seeking a highly motivated and detail-oriented Wealth Management Client Associate to join our team at Bank of America. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.

Key Responsibilities:
  • Provide excellent client service and support to Financial Advisors and clients, ensuring timely and accurate resolution of client inquiries and requests.
  • Assist with ensuring practices are in alignment with Bank of America's policies and procedures to support operational excellence, protect clients, and manage risk.
  • Identify, deepen, and maintain client relationships through emphasizing Bank of America's offerings and promoting incorporation of banking into day-to-day practices.
  • Support day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases.
Requirements:
  • High School Diploma / GED / Secondary School or equivalent.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
  • Strong analytical and problem-solving skills.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • A chance to make a meaningful impact in the lives of our clients and communities.

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees. If you are passionate about delivering exceptional client service and support, we encourage you to apply for this exciting opportunity.

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