Bank of America
Wealth Management Client Associate
Mount Pleasant · Full-time · Posted Oct 27, 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 for clients and helping address 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 and follow up on client materials, supporting accuracy, timeliness, policy compliance, and risk management.
- Maintain client relationships, communicate client-related outputs 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 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 FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
- Industry knowledge, investment product understanding, or client-service experience.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative