Wealth Management Client Associate jobs at Bank Of America in United States, Pasadena
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Pasadena
3 jobs found
27.01.2025
BOA
Bank Of America Merrill Market Client Relationship Manager United States, California, Pasadena
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth. Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor...
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...
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...
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth. Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor...
Are you looking for an innovative opportunity in the tech industry to get involved in wealth management? Bank of America is hiring Client Associates in Pasadena to help manage clients’ investments and financial goals.
As a Client Associate in Bank of America’s technology industry, you’ll provide personalized financial advice and guidance, while developing relationships with clients in the tech industry. Your primary responsibility is to ensure the client can successfully reach their investing goals in the tech space. You will help create individualized wealth strategies, offering insight into the best investment vehicles and portfolio options available in the tech industry.
You’ll be part of a team with a trusted reputation for creating strong relationships with clients. You’ll help deliver superior service in a welcoming and inclusive environment. You’ll have access to the advanced technology tools and resources needed to succeed in the tech space. You’ll also have to opportunity to interact with cutting-edge teams driving innovation and advancement in the tech industry’s wealth management space.
From day one, you’ll receive extensive training and professional development to arm you with the skills needed to deliver top-notch service. You’ll be part of a fast-paced, ever-evolving team of professionals. Mentorship and management support will be available to help guide you in developing your career.
At Bank of America, we’re dedicated to helping you succeed in the tech industry. Join us as a Client Associate, and help us continue to build relationships and create long-term wealth through smart investing. Apply for this job today, exclusively on Expoint.