Bank of America
Wealth Management Client Associate
Montgomery · Full-time · Posted Oct 12, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Merrill Financial Advisors by serving clients, handling client materials and requests, promoting banking offerings, and helping maintain operational and risk standards.
What you'll do
- Educate clients about banking services and offerings, and help deepen client relationships by incorporating banking into their day-to-day practices.
- Prepare and follow up on client materials and requests, ensuring timeliness, accuracy, and completeness.
- Support team operations and help align practices with bank policies and procedures to protect clients and manage risk.
What they ask for
- Enthusiastic, highly motivated 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 instead of Series 66); investment industry knowledge.
- Client-facing experience; strong computer skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative