Bank of America
Wealth Management Client Associate
Rockledge · Full-time · Posted Jul 6, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to multiple Financial Advisors, acting as a frequent point of contact for clients and helping meet their service and banking needs.
What you'll do
- Educates clients on the bank’s service and banking 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 relationship development, and day-to-day team needs.
What they ask for
- Self-starter with a strong work ethic 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 66); investment product knowledge.
- Client-facing experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
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