Bank of America
Wealth Management Client Associate
Anchorage · Full-time · Posted Sep 29, 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 meet their banking and wealth management needs.
What you'll do
- Educates clients about banking and service offerings and responds to client and Financial Advisor requests.
- Prepares and follows up on client materials, ensuring timeliness, accuracy, completeness, and alignment with bank policies.
- Maintains client relationships, communicates relevant outcomes to Financial Advisors, and supports day-to-day team needs.
What they ask for
- Self-motivated, results-focused, and strong work ethic.
- Client-centric mindset, acting in the client's best interest.
- 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); investment industry knowledge is also desired.
- Client-service experience, strong computer application skills including Microsoft Word, Excel, PowerPoint, and Salesforce, and professional communication skills.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative