Bank of America
Wealth Management Client Associate
Melville · Full-time · Posted Oct 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 point of contact for client needs and helping maintain client relationships.
What you'll do
- Educate clients about the bank’s services and offerings; respond to client and Financial Advisor requests.
- Prepare and follow up on accurate, complete client materials and support compliance, operational excellence, and risk management.
- Support team operations and help deepen client relationships by promoting banking offerings.
What they ask for
- Strong work ethic, 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 FINRA SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66); investment product knowledge.
- Client service experience; Microsoft Word, Excel, PowerPoint, and Salesforce proficiency.
Pay
$25.00 - $44.00 hourly pay (base pay)
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative