Bank of America
Wealth Management Client Associate
Columbia · Full-time · Posted Oct 6, 2026
- 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 addressing their service needs.
What you'll do
- Educate clients about the bank’s service and banking offerings; respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring they are timely, accurate, and complete.
- Support policy compliance, operational excellence, risk management, client relationships, and day-to-day team needs.
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 SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66); investment product knowledge.
- Client service experience; Microsoft Word, Excel, PowerPoint, and Salesforce proficiency.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, PowerPoint
Model-written summary · the original posting is authoritative