Bank of America
Wealth Management Client Associate
Canfield · Full-time · Posted Oct 14, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides day-to-day client service and operational support to multiple Financial Advisors, handling client requests and helping maintain client relationships and risk controls.
What you'll do
- Responds to clients’ service needs and educates them about the bank’s service and banking offerings.
- Prepares and follows up on client materials and requests, ensuring they are timely, accurate, and complete.
- Supports operational excellence and risk management, maintains client relationships, and helps cover team needs.
What they ask for
- Strong work ethic, 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).
- Investment product knowledge; client service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative