Bank of America
Wealth Management Client Associate
PayCompetitive
LocationMobile/Alabama
Employment typeFull-Time
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Job Description
- Req#: 25001343
Employer Industry: Financial Services
Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Comprehensive benefits to support physical, emotional, and financial well-being
- Emphasis on diversity and inclusion in the workplace
- Flexibility in work arrangements based on role requirements
- Chance to make a positive impact on client relationships and financial well-being
What to Expect (Job Responsibilities):
- Provide excellent client service by educating clients on the bank's services and offerings
- Ensure timeliness, accuracy, and completeness of client materials while following up on requests
- Assist in aligning practices with bank policies to support operational excellence and manage risk
- Identify and deepen client relationships by promoting banking solutions in day-to-day practices
- Support day-to-day team activities, covering roles during absences or peak times with a client-first mindset
What is Required (Qualifications):
- Minimum educational requirement: High School Diploma or GED
- Strong account and client management skills
- Excellent oral and written communication abilities
- Proven capability in issue management and client solutions advisory
- Ability to prioritize tasks effectively in a fast-paced environment
How to Stand Out (Preferred Qualifications):
- Experience in business development and pipeline management
- Background in emotional intelligence and referral identification
#FinancialServices #ClientService #CareerOpportunity #DiversityAndInclusion #FlexibleWork
"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."About the company
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.