Bank of America
Private Wealth Client Associate
Upper Arlington · Full-time · Posted Aug 31, 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 contact for clients and helping address their banking and service needs.
What you'll do
- Educate clients about the bank’s service and banking offerings and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring accuracy and timeliness while supporting policy compliance and risk management.
- Maintain client relationships, communicate updates to Financial Advisors, and support day-to-day team coverage.
What they ask for
- Self-starter with a strong work ethic and focus on results.
- Client-centric mindset, acting in the client’s best interest.
- Ability to learn and adapt to new information and technology platforms.
- High School Diploma / GED / Secondary School or equivalent.
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); investment-industry knowledge or experience working with clients.
- Microsoft Word, Excel, PowerPoint, and Salesforce proficiency; professional communication skills and sound judgment handling sensitive information.
Pay
$25.00 - $44.00 hourly pay (base salary)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative