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

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Company (1)
Job type
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Job title (1)
United States
State
Omaha
2 jobs found
23.06.2024
BOA

Bank Of America Wealth Management Client Associate United States, Nebraska, Omaha

Limitless High-tech career opportunities - Expoint
Description:
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...
Full job details
27.06.2024
BOA

Bank Of America Wealth Management Client Associate United States, Nebraska, Omaha

Limitless High-tech career opportunities - Expoint
Description:
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...
Full job details
The Wealth Management Client Associate role at Bank of America in Omaha, United States, is an exciting role within the tech industry. As an associate, you will have the opportunity to work with various clients as well as provide support to those who require assistance navigating the world of investments. Your primary responsibilities will include offering advice and sound counsel to clients regarding investments options, developing and maintaining long-term relationships with both new and existing clients, and gathering up-to-date client information to assist portfolio managers in constructing appropriate solutions. Additionally, you will be responsible for researching the market for potential investment opportunities and staying on top of industry trends to provide informed support to clients. Your problem-solving skills and ability to multi-task will be well utilized throughout this role as you strive to stay organized and keep clients updated with their investment progress. As part of the tech industry, you will also have the opportunity to work with modern technology and use your creativity and knowledge to devise innovative solutions which help the clients reach their investment goals. If you have prior experience in the banking and investment industry and are looking for a great opportunity to join one of the top financial institutions in the world, apply now to join the Wealth Management Client Associate team at Bank of America in Omaha, United States.