Full-Time

Wealth Management Client Associate

Posted on 10/25/2024

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Compensation Overview

$25 - $37Hourly

+ Discretionary Incentive

Entry, Junior

Clifton Park, NY, USA

Category
Asset Management
Finance & Banking
Requirements
  • High School Diploma / GED / Secondary School or equivalent
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications
Responsibilities
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive suite of services that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through tailored solutions and expert guidance.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital banking boosts Bank of America's online services.
  • Growing interest in sustainable finance aligns with Bank of America's ESG initiatives.
  • Fintech partnerships enhance customer experience and operational efficiency.

What critics are saying

  • Increased competition in credit facilities may strain Bank of America's resources.
  • Syndicated loan platforms could disrupt traditional banking models and reduce market share.
  • Tech partnerships in financial services require rapid innovation to stay competitive.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The company is a leading wealth management institution worldwide.

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