Wealth Management Client Associate jobs at Bank Of America in United States, Atlanta

As a Wealth Management Client Associate in Bank of America in the United States, Atlanta you would join a team that provides expertise in financial products and services through tech-driven solutions. You will be responsible for providing exceptional customer service to existing and potential clients, while ensuring their trust in our company. Your role is to provide financial advice and solutions that best meet the individual needs of our clients by taking into account their financial objectives, level of investment experience as well as risk tolerance. You will determine the most appropriate investment options and strategies, in order to help them succeed and grow their wealth. You will work closely with colleagues to ensure clients are befitting from our services and products. In addition, you will be a central point for our clients, maintaining close contact with clients in order to understand their overall financial goals and objectives. You will lead multi-functional teams to provide comprehensive solutions that are tailored to the needs of our clients. You will have the opportunity to use Market Analysis and technology to deliver innovative and industry-leading solutions. We are looking for a motivated and team-oriented individual with excellent communication and customer service skills, as well as a passion for technology. You should have a strong knowledge of current market trends and regulations applicable to the financial industry. Prior experience in a Wealth Management environment is preferred. If you fit this profile and would like to join our dynamic and driven team at Bank of America, Atlanta – please apply now via ExPoint.