Bank of America
Private Wealth Client Associate
San Antonio · Full-time · Posted Oct 6, 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 addressing their 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 accurate and complete client materials and support compliance with policies and procedures.
- Maintain client relationships, promote banking offerings, and support day-to-day team activities.
What they ask for
- Self-starter with a strong work ethic 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
- Spanish language proficiency.
- FINRA SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66); investment industry knowledge; client-service experience; or proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative