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

The Bank of America in the United States, particularly in New York City, is looking to add a Wealth Management Client Associate to its team! This vibrant role sits within the technology industry and offers the opportunity to work with, build relationships with, and provide superior customer service to a wide range of clients. In this role, you will have the opportunity to provide high levels of service to clients, offering advice and customized solutions that meet their needs and goals. Your expertise in the wealth management and banking industry can help clients manage their finances more efficiently. You will be developing relationships with clients and guiding them in making investments in order to achieve their desired outcomes. Additionally, you will be playing an integral role in proactively reaching out to and engaging with clients to understand their financial situations. Understanding and analyzing detailed financial information, such as statements and tax forms, utilization of financial planning software, and identifying clients’ needs will be part of your daily duties. You will also be expected to have excellent communication skills. You will be keeping up to date with current market and economic trends and providing clients with insights and advice accordingly. Furthermore, you will be responsible for preparing client-related materials, such as financial plans and presentations. In order to be successful in this role, you should possess a strong knowledge base of the banking industry, plus a vast understanding of wealth management tools and principles. A high attention to detail and strong business acumen are essential. If you’re a go-getter, have exceptional customer service skills, and would like to join the dynamic team in the technology industry at Bank of America, then this Wealth Management Client Associate job through Expoint is perfect for you! Apply now!