Bank of America
Wealth Management Client Associate
Upper Saint Clair · Full-time · Posted Aug 3, 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 needs.
What you'll do
- Educates clients about bank services and offerings, and follows up on client and Financial Advisor requests.
- Prepares and checks client materials for timeliness, accuracy, and completeness; supports alignment with bank policies and procedures.
- Maintains client relationships, communicates relevant outcomes to Financial Advisors, and supports day-to-day team needs.
What they ask for
- Self-motivation, strong work ethic, 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-industry knowledge is also desired.
- Client-facing experience, strong communication and computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative