Bank of America
Wealth Management Client Associate
Lancaster · Full-time · Posted Oct 16, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to one or more Financial Advisors, serving as a frequent contact for clients and helping meet their banking and investment service needs.
What you'll do
- Educate clients about banking and service offerings; respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, supporting accuracy, timeliness, policy compliance, and risk management.
- Maintain client relationships, communicate client needs to Financial Advisors, and support day-to-day team activities.
What they ask for
- Self-motivation, strong work ethic, 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
- Currently holds or is pursuing FINRA SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66).
- Investment product knowledge; client-service experience; 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 and 65
Model-written summary · the original posting is authoritative