Bank of America
Wealth Management Client Associate
Myrtle Beach · 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 clients and helping address service needs.
What you'll do
- Educate clients about the bank’s service and banking offerings, and respond to client and Financial Advisor requests.
- Prepare accurate, complete client materials and support compliance with bank policies and procedures.
- Maintain client relationships, communicate client needs to Financial Advisors, and help with day-to-day team coverage.
What they ask for
- Self-motivated, results-focused, with a strong work ethic.
- 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-product knowledge; client-service experience; 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