Bank of America
Wealth Management Client Associate
Hartford · Full-time · Posted May 13, 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 clients and addressing their service needs.
What you'll do
- Educate clients about banking and service offerings, and respond to client and Financial Advisor requests.
- Prepare accurate and timely client materials and support practices that follow policies and manage risk.
- Maintain client relationships, communicate relevant outputs to Financial Advisors, and support day-to-day team needs.
What they ask for
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
- Client-centric mindset, acting in clients’ best interests.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Currently holds or is pursuing SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66); investment industry knowledge is also desired.
- Client-facing experience, strong computer application skills including Microsoft Word, Excel, PowerPoint, and Salesforce, and professional verbal and written communication skills.
Pay
$25.00 - $44.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce, SIE, Series 7, Series 66, Series 63
Model-written summary · the original posting is authoritative