Bank of America
Wealth Management Client Associate
Sarasota +2 · Full-time · Posted Oct 29, 2026
- Location
- Sarasota
Tampa
Saint Petersburg - 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 address their service needs.
What you'll do
- Educate clients on bank services and offerings, and respond to client and Financial Advisor requests.
- Prepare client materials accurately and on time; support adherence to policies, procedures, and risk controls.
- Maintain client relationships, promote banking offerings, and support day-to-day team activities.
What they ask for
- Strong work ethic, 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
- Currently holds or is pursuing FINRA SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66); investment product knowledge.
- Client-service experience, strong Microsoft Word, Excel, PowerPoint, and Salesforce skills, and professional communication skills.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative