Bank of America
Wealth Management Client Associate
Bainbridge Island · Full-time · Posted Oct 23, 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 Merrill clients and helping address their service needs.
What you'll do
- Educate clients about the bank’s service and banking offerings; respond to client and Financial Advisor requests and maintain accurate, complete client materials.
- Support compliance with bank policies and procedures to protect clients and manage risk.
- Maintain client relationships, communicate relevant outputs to Financial Advisors, 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 FINRA SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 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, FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative