Bank of America
Wealth Management Client Associate
Wilkes Barre · Full-time · Posted Oct 7, 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 clients and helping address their service needs.
What you'll do
- Educates clients about banking and service offerings and follows up on client and Financial Advisor requests.
- Prepares accurate and complete client materials and supports compliance with policies and risk-management procedures.
- Maintains client relationships, communicates client needs to Financial Advisors, and supports day-to-day team activities.
What they ask for
- Self-motivated, results-focused, and strong work ethic.
- 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, strong Microsoft Office and Salesforce skills, and professional communication skills.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative