Wealth Management Client Associate jobs at Bank Of America in United States, Reno
Discover your perfect match with Expoint. Search for job opportunities as a Wealth Management Client Associate in United States, Reno and join the network of leading companies in the high tech industry, like Bank Of America. Sign up now and find your dream job with Expoint
Company (1)
Job type
Job categories
Job title (1)
United States
State
Reno
4 jobs found
23.03.2025
BOA
Bank Of America Wealth Management Client Associate United States, Nevada, Reno
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...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
Interacts with clients and client teams, within the context of the Client Management Process, to identify opportunities that support the achievement of team and market goals for client delight and...
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and...
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...
Are you an experienced financial professional looking to take the next step in your career? Bank of America is looking for a Wealth Management Client Associate to work in Reno, Nevada. This entry-level role is ideal for tech professionals who are eager to utilize their knowledge and experience in a fast-paced financial services environment.
As a Wealth Management Client Associate, you’ll be responsible for providing superior service to our customers while utilizing technology-driven solutions to meet their financial needs. This position requires broad knowledge of financial products and services to assist our clients in making sound decisions. Your primary responsibilities include consulting with clients to identify and address goals and objectives, responding to client requests and inquiries, communicating solutions to meet their needs, and researching and analyse markets and investments.
Success in this role requires strong problem-solving, organizational, and customer service skills. A successful Wealth Management Client Associate will be comfortable navigating complex customer requests and providing advice within established guidelines. Excellent communication skills, both verbal and written, are a must, as you will be interacting with customers. The ideal candidate will have a Bachelor's degree in finance or a related field, as well as at least 3 years of experience in the banking or investment industry.
If you’re a motivated and experienced tech professional looking to make an impact with Bank of America while advancing your career, we want to hear from you. Come on board and join us in Reno, Nevada as a Wealth Management Client Associate.