Bank of America
Wealth Management Client Associate
San Antonio · Full-time · Posted Oct 12, 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 for clients and helping meet their banking and investment service needs.
What you'll do
- Educate clients about the bank’s services and banking offerings, and respond to client and Financial Advisor requests.
- Prepare accurate, complete client materials and support compliance with policies and risk-management practices.
- Maintain client relationships, communicate client needs to Financial Advisors, and support day-to-day team coverage.
What they ask for
- Strong work ethic, self-motivation, 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 fluency; relevant FINRA licenses or pursuit of SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66).
- Investment-product knowledge, client-service experience, and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative