Bank of America
Wealth Management Client Associate
Lake Oswego · Full-time · Posted Oct 30, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to Financial Advisors by responding to clients’ needs, handling requests, and helping maintain client relationships.
What you'll do
- Educate clients on the bank’s service and banking offerings and respond to service needs.
- Ensure client materials and requests are handled accurately and promptly.
- Support policy compliance, operational excellence, risk management, and day-to-day team activities.
What they ask for
- Self-starter with a strong work ethic 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 FINRA SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66); investment product knowledge.
- Client-facing experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative