Bank of America
Wealth Management Client Associate
Indianapolis · Full-time · Posted Sep 23, 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 meet their banking and wealth management needs.
What you'll do
- Educates clients on banking and service offerings and responds to client and Financial Advisor requests.
- Prepares and follows up on client materials, supporting accuracy, timeliness, policy compliance, and risk management.
- Maintains client relationships, communicates client needs to Financial Advisors, and supports day-to-day team activities.
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 SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66); investment industry knowledge is also desired.
- Client service experience, proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce, and strong verbal and written communication skills.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, PowerPoint
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