Bank of America
Wealth Management Client Associate
Birmingham · Full-time · Posted Aug 10, 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 client service needs and helping maintain client relationships.
What you'll do
- Educate clients on the bank’s services and offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring they are timely, accurate, and complete.
- Support policy alignment, risk management, client relationships, and day-to-day team activities.
What they ask for
- Self-motivation, strong work ethic, and focus on results.
- Client-centric mindset and ability to act 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-industry knowledge, client-service experience, and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, PowerPoint
Model-written summary · the original posting is authoritative