Bank of America
Wealth Management Client Associate
Richmond +1 · Full-time · Posted Oct 16, 2026
- Location
- Richmond
Charlottesville - 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 clients and helping meet their banking and wealth management needs.
What you'll do
- Educate clients about the bank’s services and offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, supporting accurate, timely service and compliance with bank policies and procedures.
- Maintain client relationships, promote banking offerings, and support day-to-day team needs.
What they ask for
- Strong work ethic, motivation, and focus on results.
- Client-centric approach 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 SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66); investment product knowledge.
- Client service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $44.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative