Bank of America
Wealth Management Client Associate
Boulder · Full-time · Posted Aug 6, 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 Merrill clients and helping meet their banking and service needs.
What you'll do
- Educate clients about banking and service offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring timeliness, accuracy, and completeness.
- Support policy compliance, risk management, client relationships, and day-to-day team coverage.
What they ask for
- Self-motivated, results-focused work ethic.
- Client-centric mindset and commitment to 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 Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
- Industry knowledge and investment-product understanding; client-service experience is also desired.
Pay
$25.00 - $44.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative