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Wealth Management Client Associate - Client Services Lead

Job in Plantation, Broward County, Florida, 33388, USA
Listing for: Bank of America
Full Time position
Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Wealth Management, Banking & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Bank of America Wealth Management seeks a Client Associate to provide dedicated service to Financial Advisors and clients in Plantation, FL. You will support enterprise objectives, ensure accuracy of client materials, and promote banking solutions while upholding risk controls.

The role emphasizes a client-centric mindset, licenses, and ability to learn new platforms; requires strong communication skills and experience in a fast-paced environment; 37.5 hours per week.

Consider building your career as a Wealth Management Client Associate
- Client Services Lead at Bank of America.

We appreciate your interest in this position.

Join Bank of America and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Wealth Management Client Associate
- Client Services Lead role at Bank of America, based in Plantation, FL, United States.

Position Requirements
10+ Years work experience
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