Bank of America
Wealth Management Client Associate
Rockledge · Full-time · Posted Oct 1, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to Financial Advisors, addressing client needs and helping maintain and deepen client relationships.
What you'll do
- Serves as a frequent point of contact for clients and educates them about service and banking offerings.
- Prepares and follows up on client materials and requests, ensuring timeliness, accuracy, and completeness.
- Supports day-to-day team activities and helps align practices with policies and procedures to manage risk.
What they ask for
- Self-motivated, results-focused, and strong 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 SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66).
- Industry knowledge and investment-product understanding; client-service experience and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative