Bank of America
Wealth Management Client Associate
Paramus · Full-time · Posted Oct 7, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to Financial Advisors, acting as a frequent contact for clients and helping address their service needs.
What you'll do
- Educate clients on banking and service offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring they are timely, accurate, and complete.
- Support policy compliance, risk management, client relationships, and day-to-day team needs.
What they ask for
- Self-starter with a strong work ethic 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 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.
Pay
$25.00 - $44.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative