Bank of America
Private Wealth Client Associate
Atlanta · 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 Financial Advisors, serving as a frequent point of contact for Merrill clients and helping address their service needs.
What you'll do
- Educate clients about banking and service offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring they are timely, accurate, and complete.
- Support operational excellence, risk management, client relationships, and day-to-day team needs.
What they ask for
- Self-motivated, results-focused, and strong work ethic.
- Client-centric approach, 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 SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66); bachelor’s degree.
- Investment-product knowledge; client-service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative