Bank of America
Wealth Management Client Associate
Ponte Vedra Beach · Full-time · Posted Sep 16, 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 contact for clients and helping meet their service needs.
What you'll do
- Educates clients on the bank’s service and banking offerings and responds to client and Financial Advisor requests.
- Prepares and follows up on client materials, ensuring they are timely, accurate, and complete.
- Supports policy alignment, risk management, client relationships, and day-to-day team activities.
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 FINRA SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66); investment product knowledge.
- Client service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
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