Bank of America
Wealth Management Client Associate
Fairhope · Full-time · Posted Nov 2, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to one or more Financial Advisors, serving as a frequent contact for clients and helping meet their 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 and follow up on client materials, ensuring timeliness, accuracy, and completeness.
- Support policy compliance, risk management, client relationships, and day-to-day team needs.
What they ask for
- Strong work ethic, self-motivation, 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 FINRA 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 communication skills.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative