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 day-to-day client service and operational support to Financial Advisors, serving as a frequent client contact and helping clients access banking and investment services.
What you'll do
- Respond to client and Financial Advisor requests and ensure client materials are timely, accurate, and complete.
- Support adherence to bank policies and procedures to protect clients and manage risk.
- Maintain client relationships, promote relevant banking offerings, and support daily team needs.
What they ask for
- Strong work ethic, motivation, and focus on results.
- Client-centric approach, 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.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative