Bank of America
Wealth Management Client Associate
San Francisco · Full-time · Posted Sep 28, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Merrill Financial Advisors and clients by providing client service, handling client materials and requests, promoting banking offerings, and supporting daily team operations.
What you'll do
- Educate clients on the bank’s 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 team operations, client relationships, and adherence to bank policies and procedures.
What they ask for
- Strong work ethic, self-motivation, and focus on results.
- 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 Series 66); investment product knowledge and client-service experience.
- Microsoft Word, Excel, PowerPoint, and Salesforce proficiency; strong communication skills, attention to detail, and sound judgment.
Pay
$25.00 - $44.00 USD hourly pay (base pay)
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