Bank of America
Wealth Management Client Associate
San Jose · Full-time · Posted Oct 19, 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 Merrill clients and helping meet their service needs.
What you'll do
- Educate clients on banking and service offerings, and respond to client and Financial Advisor requests.
- Prepare accurate, complete client materials and support adherence to policies and procedures.
- Maintain client relationships, communicate client needs to Financial Advisors, and support daily team activities.
What they ask for
- Self-motivated, results-focused work ethic.
- Client-centric mindset and commitment to acting in clients’ best interests.
- Ability to learn and adapt to new information and technology platforms.
- High School Diploma / GED / Secondary School or equivalent.
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 and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $44.00 hourly pay (hourly pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative