Bank of America · 1 day ago
Wealth Management Client Associate
Rockledge, FL
Full-time
Onsite
New Grad, Entry LevelBank of America is a leading provider of comprehensive wealth management and investment products and services. The Wealth Management Client Associate is responsible for providing client service support to multiple Financial Advisors, ensuring operational excellence and client advocacy while customizing solutions to meet client needs.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Provides excellent Client Service to the bank's clients through educating them on all the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Qualification
Required
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Preferred
FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
Industry knowledge and understanding of investment products
Enjoys a fast-paced environment with changing and evolving responsibilities
Detail oriented
Invested in personal development
Consistently pursues client experience excellence
Works quickly to fulfill client needs, delivering complex solutions
Frequent communication and an abundance of discretion with sensitive information
Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
Professional verbal and written communication
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-11
2026-01-11
Company data provided by crunchbase