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

Are you looking to join a top-tier bank in the tech industry and employ your expertise as a wealth management client associate? Bank of America in San Francisco, United States is looking for an ambitious individual to join their team and provide exceptional care to their clients. As a wealth management client associate at Bank of America, you will provide guidance and solutions to the customers who look for financial management/investment advice. You will need to be a great communicator and have a solid understanding of the financial market to be successful in the role. As client associate, you will handle the day-to-day account management of complex investments and provide customized solutions to the clients. The duties in the office range from verifying client’s documents, setting up their accounts, and responding to queries related to their wealth management. At Bank of America you will benefit from working alongside experienced professionals and gaining knowledge and experience in the financial industry. The role also entails you to be analytical and organized as you will need to create financial reports for clients and investigate investment opportunities. Additionally, you should have a sound understanding of systems such as customer relationship management (CRM) systems, bank systems, and financial reporting systems, You should also demonstrate excellent interpersonal skills, be flexible, and have detailed knowledge to sales strategies when helping customers. If you are looking for an excellent career opportunity where you can bring this expertise, Bank of America might be the place for you. Join the team and experience a rewarding career!