Bank of America
Wealth Management Client associate
Santa Barbara · Full-time · Posted Oct 23, 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
- Educate clients about the bank’s service and banking offerings and 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 and outcomes to Financial Advisors, and support day-to-day team activities.
What they ask for
- Strong work ethic, self-motivation, and focus on results.
- Client-centric mindset, 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 and understanding of investment products; client-service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Pay
$25.00 - $44.00 hourly pay (base salary)
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative