Bank of America
Wealth Management Client Associate
Wyomissing · Full-time · Posted Oct 27, 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 point of contact for clients and helping address their service needs.
What you'll do
- Educates clients about the bank’s services and offerings, and responds to client and Financial Advisor requests.
- Prepares and follows up on client materials, supporting policy compliance, operational excellence, and risk management.
- Maintains client relationships, promotes banking offerings, and supports day-to-day team needs.
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 SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66); investment-product knowledge.
- Client-service experience; Microsoft Word, Excel, PowerPoint, and Salesforce skills; professional verbal and written communication skills.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, Salesforce
Model-written summary · the original posting is authoritative