Bank of America
Wealth Management Client Associate
Irvine · Full-time · Posted Sep 26, 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 clients and helping address their service needs.
What you'll do
- Educate clients on the bank’s services and banking offerings, and respond to client and Financial Advisor requests.
- Ensure client materials are timely, accurate, and complete; support compliance with policies and procedures.
- Maintain client relationships, promote banking offerings, and support 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 SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66); investment-product knowledge.
- Client-service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $44.00 hourly pay (base salary)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative