Wealth Management Client Associate (FP)
Bank of America3 months ago
Highlight
OnsiteFull-timeEntry
Summary
Bank of America is seeking a Wealth Management Client Associate (FP) to join their team in Hingham, MA. 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, and ensuring timely and accurate responses to client requests. You will also assist in aligning practices with bank policies, deepen client relationships, and support team activities.
About You
Required:
- High School Diploma / GED / Secondary School or equivalent.
- Strong client management and customer service skills.
Preferred:
- Series 7 & 66 certifications.
- Experience in account management and business development.
Benefits
- Comprehensive benefits package including medical, dental, and vision coverage.
- Opportunities for professional development and career advancement.
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.
Hingham, MA