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Bank of America
Alpharetta, GA | Full Time
$69k-103k (estimate)
6 Months Ago
Blue Trust
Alpharetta, GA | Full Time
$51k-67k (estimate)
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Alpharetta, GA | Full Time
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Wealth Management Client Associate
Bank of America Alpharetta, GA
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$69k-103k (estimate)
Full Time | Banking 6 Months Ago
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Bank of America is Hiring a Wealth Management Client Associate Near Alpharetta, GA

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

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

Skills:

  • 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

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$69k-103k (estimate)

POST DATE

09/15/2022

EXPIRATION DATE

03/21/2024

WEBSITE

bankofamerica.com

HEADQUARTERS

FARMINGTON, NM

SIZE

>50,000

FOUNDED

1968

CEO

LINDA BOYCE

REVENUE

>$50B

INDUSTRY

Banking

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About Bank of America

Bank America is an insurance company based out of P.O. BOX 15292, Richmond, Virginia, United States.

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The job skills required for Wealth Management Client Associate include Wealth Management, Planning, Products and Services, Client Service, Initiative, Coaching, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Client Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Wealth Management Client Associate positions, which can be used as a reference in future career path planning. As a Wealth Management Client Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Client Associate. You can explore the career advancement for a Wealth Management Client Associate below and select your interested title to get hiring information.

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If you are interested in becoming a Wealth Management Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Wealth Management Client Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Wealth Management Client Associate job description and responsibilities

Performing day-to-day administrative tasks, such as responding to client emails and requests.

02/02/2022: Provo, UT

Resolving the issues and concerns of clients with input from the wealth manager.

03/24/2022: Parkersburg, WV

Analyzing financial statements and market trends, and compiling reports for the wealth manager and clients.

01/26/2022: Gastonia, NC

Completing and submitting investment-related documents, including applications and withdrawal forms.

03/26/2022: Kansas City, MO

Compiling customized investment presentations for potential and existing clients.

03/31/2022: Fort Smith, AR

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Wealth Management Client Associate jobs

Have a Sense of Purpose and Meaning.

03/27/2022: Worcester, MA

Create the Most Complete Retirement Plan Possible.

04/03/2022: Binghamton, NY

Keep a Schedule and Structure.

03/05/2022: Vincennes, IN

Don’t Forget to Plan for a Long-Term Care Need.

03/03/2022: Middlesex, NJ

Start a Retirement Planning Club.

02/14/2022: Twin Falls, ID

Step 3: View the best colleges and universities for Wealth Management Client Associate.

Florida Southern College
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Canisius College
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