Bank of America
Wealth Management Client Associate
Akron · Full-time · Posted Oct 26, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to one or more Financial Advisors, serving as a frequent point of contact and helping clients with service and banking needs.
What you'll do
- Educate clients on the bank’s service and banking 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 compliance, risk management, client relationships, and day-to-day team coverage.
What they ask for
- Strong work ethic, self-motivation, and focus on results.
- Client-centric mindset and commitment to 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).
- Industry knowledge, investment product understanding, 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, Salesforce
Model-written summary · the original posting is authoritative