Bank of America
Wealth Management Client Associate
Portage +1 · Full-time · Posted Oct 2, 2026
- Location
- Portage
Traverse City - Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to one or more Financial Advisors, serving as a frequent contact for clients and helping meet their service and banking needs.
What you'll do
- Respond to client and Financial Advisor requests and ensure client materials are timely, accurate, and complete.
- Educate clients about bank services and offerings, and help develop client relationships by identifying relevant offerings.
- Support policy compliance, risk management, and day-to-day team operations.
What they ask for
- Strong work ethic, 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).
- Investment industry knowledge or client-service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative