Bank of America
Private Wealth Client Associate
Newport Beach · Full-time · Posted Oct 31, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to multiple Financial Advisors, addressing client needs and maintaining client relationships.
What you'll do
- Educate clients on service and banking offerings and respond to client and Financial Advisor requests.
- Ensure client materials are timely, accurate, and complete; support adherence to policies and procedures.
- Support daily team activities and deepen client relationships by promoting relevant banking offerings.
What they ask for
- Strong work ethic, motivation, and focus on results.
- Client-centric mindset, acting in clients’ best interests.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
- Industry knowledge and investment product understanding; client service experience; Microsoft Word, Excel, PowerPoint, and Salesforce proficiency.
Pay
$25.00 - $44.00 hourly pay, base salary
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative