Bank of America
Wealth Management Client Associate
Doylestown · 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 Financial Advisors, serving as a frequent point of contact for clients and helping address their service and banking needs.
What you'll do
- Educates clients about the bank’s services and banking offerings and follows up on client and Financial Advisor requests.
- Ensures client materials are timely, accurate, and complete, and supports compliance with policies and procedures.
- Maintains client relationships, supports team activities, and communicates client-related outputs to Financial Advisors.
What they ask for
- Strong work ethic, self-motivation, 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 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, PowerPoint
Model-written summary · the original posting is authoritative