Bank of America
Wealth Management Client Associate
Princeton · Full-time · Posted Sep 28, 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 point of contact and helping clients access Merrill and Bank of America services.
What you'll do
- Educate clients about banking and service offerings; respond to client and Financial Advisor requests.
- Prepare accurate and timely client materials and support compliance with policies, procedures, and risk management.
- Maintain client relationships, communicate client needs to Financial Advisors, and support day-to-day team activities.
What they ask for
- Strong work ethic, motivation, and focus on results.
- Client-centric approach and commitment to acting in clients’ best interests.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Currently holds or is pursuing SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66); investment product knowledge.
- Client service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $44.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative