Bank of America
Wealth Management Client Associate
BEAUMONT · Full-time · Posted Oct 22, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to one or more Financial Advisors, acting as a frequent point of contact for clients and helping maintain client relationships.
What you'll do
- Respond to client and Financial Advisor requests and ensure client materials are timely, accurate, and complete.
- Educate clients on bank services and offerings, and help deepen client relationships by promoting banking services.
- Support day-to-day team activities and follow policies and procedures to protect clients and manage risk.
What they ask for
- Strong work ethic, self-motivation, 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 SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66).
- Experience serving clients; investment product knowledge; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce, SIE, Series 7, Series 66, Series 63
Model-written summary · the original posting is authoritative