Bank of America
Wealth Management Client Associate - Bilingual Spanish Preferred
Miami · Full-time · Posted Oct 30, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to multiple Financial Advisors, addressing client needs and maintaining client relationships.
What you'll do
- Serves as a frequent point of contact for clients and explains the bank’s service and banking offerings.
- Ensures client materials and requests are handled accurately and promptly; supports compliance with policies and risk management.
- Supports team operations and helps deepen client relationships by promoting banking offerings and communicating with Financial Advisors.
What they ask for
- Strong work ethic, motivation, and focus on results.
- Client-centric approach and commitment to acting in clients’ best interests.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Bilingual English and Spanish; relevant FINRA qualifications (SIE, Series 7, Series 66, or Series 63 and 65).
- Investment product knowledge, client-service experience, and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
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