Bank of America
Wealth Management Client Associate
South Bend · Full-time · Posted Oct 2, 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 contact for client needs and helping maintain client relationships and practice standards.
What you'll do
- Educate clients about service and banking offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring they are timely, accurate, and complete.
- Support policy compliance, risk management, client relationships, and day-to-day team activities.
What they ask for
- Self-motivated, results-focused work ethic.
- 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 66).
- Investment-product knowledge; client-service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative