Wealth Management Client Associate
Bank of America3 days ago
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OnsiteFull-timeEntry
Summary
Bank of America is seeking a Wealth Management Client Associate to join their team in Bridgewater, NJ. The role involves providing client service support to Financial Advisors and ensuring operational excellence in client interactions.
About the Role
As a Wealth Management Client Associate, you will be responsible for delivering exceptional client service, educating clients on banking offerings, ensuring accuracy in client materials, and maintaining strong client relationships. You will also support team activities and adapt to changing responsibilities in a fast-paced environment.
About You
Required:
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
- Demonstrates a client-centric mindset, always acting in the best interest of the client.
- Ability to learn and adapt to new information and technology platforms.
Preferred:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66.
- Possesses industry knowledge and understanding of investment products.
- Experience working with clients and delivering complex solutions.
- Comfortable operating in a fast-paced environment with changing responsibilities.
- Detail-oriented with strong computer application skills, including proficiency with Microsoft Office and Salesforce.
- Demonstrates professional verbal and written communication skills.
Benefits
- Comprehensive benefits package including medical, dental, and vision coverage.
- Opportunities for continuous learning and professional growth.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Bridgewater, NJ