Bank of America
Wealth Management Client Associate
Omaha · Full-time · Posted Sep 28, 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 service needs.
What you'll do
- Educates clients about bank services and offerings and responds to client and Financial Advisor requests.
- Prepares and follows up on client materials, ensuring they are timely, accurate, and complete.
- Supports policy compliance, risk management, client relationships, and day-to-day team needs.
What they ask for
- Self-motivated, results-focused, and strong work ethic.
- 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 FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
- Investment industry knowledge or experience serving clients; 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