Bank of America
Wealth Management Client Associate
Northbrook · Full-time · Posted Sep 15, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and administrative support to Financial Advisors, managing client requests, team operations, communications, and business logistics.
What you'll do
- Serve as a frequent point of contact for clients, explain banking and service offerings, and follow up on client and advisor requests.
- Support operational excellence by ensuring client materials are accurate and complete and practices follow bank policies and procedures.
- Manage calendars, inboxes, meeting materials and follow-ups, travel, events, expenses, and related administration.
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
- Previous Executive Assistant experience.
- Currently holds or is pursuing FINRA SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66); investment industry knowledge is also desired.
Pay
$25.00 - $44.00 hourly pay (hourly pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative