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BOA
Bank Of America Wealth Management Client Associate United States, California, Los Angeles
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 tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Manages the credit process for a portfolio of clients. Negotiates credit documentation. Leads the credit and risk approval processes. Builds relationships with existing and prospective clients. Mentors and supports associates....
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning. Initiative/proactive approach to problem solving. Creative though prudent approach to providing solutions within Bank’s...
Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future...
Generating enterprise business opportunities and managing the sales process through to closure of the sale. Achievement of agreed quarterly sales goals. Generate a sales pipeline, qualifying opportunities, and accurately forecast...
Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs. Acquires, deepens,...
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...
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