Bank of America
Wealth Management Client Associate
Bloomfield Hills · Full-time · Posted Oct 29, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides service and operational support to Financial Advisors, serving as a frequent client contact and helping clients with banking and wealth management needs.
What you'll do
- Responds to client and Financial Advisor requests and prepares accurate, complete client materials.
- Educates clients about banking services and offerings, and helps maintain client relationships.
- Supports operational excellence by following policies and procedures, managing risk, and covering team needs.
What they ask for
- Self-motivated, with a strong work ethic and focus on results.
- Client-centric, acting in clients’ best interests.
- Able 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).
- Investment product knowledge; client service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, Salesforce
Model-written summary · the original posting is authoritative