Bank of America
Wealth Management Client Associate
Seattle · Full-time · Posted Oct 29, 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 client contact and helping address service needs, maintain relationships, and manage risk.
What you'll do
- Educate clients about the bank’s service and banking offerings and respond to client and Financial Advisor requests.
- Ensure client materials are timely, accurate, and complete, and support compliance with policies and procedures.
- Maintain client relationships, communicate with Financial Advisors, and support day-to-day team activities.
What they ask for
- Self-motivation, strong work ethic, 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-product knowledge; client-service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $44.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative