Bank of America
Wealth Management Client Associate
Pittsburgh · Full-time · Posted Aug 19, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to one or more Merrill Financial Advisors, serving as a frequent point of contact and helping clients meet their wealth management and banking needs.
What you'll do
- Responds to client and Financial Advisor requests and prepares accurate, complete materials in a timely manner.
- Educates clients about banking and service offerings, builds client relationships, and communicates client needs to Financial Advisors.
- Supports operational excellence by following policies and procedures, managing risk, and assisting with day-to-day team coverage.
What they ask for
- Self-motivated, results-focused, and strong work ethic.
- Client-centric mindset, acting in the client’s best interest.
- 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 industry knowledge.
- Client-facing experience; Microsoft Word, Excel, PowerPoint, and Salesforce proficiency; strong communication skills.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, PowerPoint
Model-written summary · the original posting is authoritative