Bank of America
Wealth Management Client Associate
Alpharetta · 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 Financial Advisors, serving as a frequent point of contact for clients and helping address their service needs.
What you'll do
- Educates clients about the bank’s service and banking offerings and responds to client and Financial Advisor requests.
- Ensures client materials are timely, accurate, and complete, and supports compliance with bank policies and procedures.
- Maintains client relationships, communicates relevant outcomes to Financial Advisors, and supports day-to-day team needs.
What they ask for
- Self-starter with a strong work ethic and focus on results.
- 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 or investment product understanding; client-service experience is also desired.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative