Bank of America
Wealth Management Client Associate
Evansville · Full-time · Posted Sep 17, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides service and operational support to Financial Advisors, serving as a frequent client contact and helping clients access Merrill and Bank of America offerings.
What you'll do
- Educate clients about the bank’s services and banking offerings, and respond to service needs.
- Prepare and follow up on client materials and requests, ensuring accuracy and timeliness.
- Support operational excellence, risk management, client relationships, and day-to-day team activities.
What they ask for
- Self-starter with a 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 SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66); investment-product knowledge.
- Client-service experience; strong computer skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.
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