Wealth Management Client Associate

Wealth Management Client Associate

Full-Time 63000 - 77000 $ / year (est.) On-site
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At a Glance

  • Tasks: Support Financial Advisors and enhance client relationships while promoting banking solutions.
  • Company: Join Bank of America, a leader in wealth management and client services.
  • Benefits: Enjoy competitive hourly pay and great benefits in a supportive environment.
  • Other info: Dynamic team atmosphere with opportunities for learning and advancement.
  • Why this job: Make a difference in clients' financial journeys and grow your career in finance.
  • Qualifications: Strong communication skills and a client-focused mindset are essential.

The predicted salary is between 63000 - 77000 $ per year.

Bank of America in Bridgewater, NJ is seeking a Wealth Management Client Associate to provide client service support for multiple Financial Advisors.

You will assist with enterprise objectives, maintain client materials, and deepen client relationships while promoting banking solutions.

The role requires a client-centric mindset, the ability to learn new platforms, and strong communication skills. Shift is 1st, with hourly pay and competitive benefits.

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Wealth Management Client Associate employer: Bank of America

Bank of America is an exceptional employer that fosters a collaborative and innovative work culture in New Brunswick, where employees are empowered to lead impactful payments programs. With a strong focus on professional development, employees benefit from extensive growth opportunities and a commitment to work-life balance, making it a rewarding place to build a meaningful career in the financial sector.

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Contact Details:

Bank of America Recruitment Team

We think you need these skills to ace Wealth Management Client Associate

Client Service Support
Relationship Management
Banking Solutions Knowledge
Communication Skills
Client-Centric Mindset
Learning Agility
Attention to Detail