Bank of America
Private Wealth Client Associate
Upper Arlington · Full-time · Posted Aug 19, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to multiple Financial Advisors, serving as a frequent point of contact and helping clients access banking and wealth management services.
What you'll do
- Educate clients about banking and service offerings; respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring accuracy, timeliness, and completeness.
- Support policy compliance, risk management, client relationships, and day-to-day team needs.
What they ask for
- Self-starter with a strong work ethic and focus on results.
- Client-centric mindset and commitment to 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; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $44.00 hourly pay (base salary)
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative