Bank of America
Wealth Management Client Associate
Tupelo · 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 supporting their banking and wealth management needs.
What you'll do
- Educate clients about the bank’s service and banking offerings, and follow up on client and Financial Advisor requests.
- Prepare accurate and timely client materials and support compliance with bank policies and procedures.
- Maintain client relationships, communicate client needs to Financial Advisors, and assist with day-to-day team coverage.
What they ask for
- Strong work ethic, self-motivation, and focus on results.
- Client-centric mindset, acting in the client’s best interest.
- 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, 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