Bank of America
Wealth Management Client Assocaite
Tucson · Full-time · Posted Aug 18, 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 contact for clients and helping address their service and banking needs.
What you'll do
- Educates clients about the bank’s services and banking offerings and responds to client and Financial Advisor requests.
- Prepares and follows up on client materials, ensuring they are timely, accurate, and complete.
- Supports policy compliance, risk management, client relationships, and day-to-day team activities.
What they ask for
- Strong work ethic, motivation, and focus on results.
- Client-centric approach, acting in clients’ best interests.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- FINRA SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted instead of Series 66); investment-product knowledge or relevant client service experience.
- Microsoft Word, Excel, PowerPoint, and Salesforce proficiency; professional communication skills; bilingual Spanish.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative