Bank of America
Wealth Management Client Associate
Memphis · Full-time · Posted Oct 27, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client-service and operational support to multiple Financial Advisors, serving as a frequent point of contact and helping clients access banking and investment services.
What you'll do
- Respond to client and Financial Advisor requests and ensure client materials are timely, accurate, and complete.
- Support compliance with bank policies and procedures to protect clients and manage risk.
- Maintain client relationships, promote relevant banking offerings, and support day-to-day team needs.
What they ask for
- Strong work ethic, motivation, and focus on results.
- Client-centric approach, 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 66); investment-product knowledge.
- Client-service experience; Microsoft Word, Excel, PowerPoint, and Salesforce proficiency.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce, FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63
Model-written summary · the original posting is authoritative