Private Wealth Client Associate

Bank of America; Spokane (WA); On-site; USD 34,440 - 60,614; Full time

Benefits offered by this job

Eligibility for benefits

Annual discretionary award program

Paid time off

Support resources

Job summary

Bank of America seeks an Associate in Spokane, WA, to provide client service support to Financial Advisors and ensure operational excellence. The ideal candidate should have strong client management skills, a results-oriented mindset, and a commitment to client advocacy.

This position involves educating clients on banking offerings, maintaining client relationships, and adapting to fast-paced changes. Required qualifications include a High School Diploma and proficiency in Microsoft applications.

The role offers an hourly pay between $25.00 and $44.00 based on experience.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provide excellent client service, educating clients on banking offerings.
• Ensure the accuracy and completeness of client materials.
• Support operational excellence and risk management practices.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Job Description

This role provides client service support to multiple Financial Advisors, ensuring operational excellence and client advocacy. The Associate is the primary point of contact for client service needs.

Key Responsibilities

• Provide excellent client service, educating clients on banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on requests.
• Assist in aligning practices with bank policies to support operational excellence and risk management.
• Identify, deepen, and maintain client relationships by promoting banking integration into daily practices.
• Support day-to-day team activities, including covering roles during absences or seasonal increases.

Required Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Client‑centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Desired Qualifications

• Currently holds or pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63/65 acceptable in lieu of 66).
• Industry knowledge and understanding of investment products.
• Experience working with clients, fulfilling needs, delivering solutions, and providing excellent client experience.
• Comfort operating in a fast‑paced environment with changing responsibilities.
• Detail oriented and committed to continuous learning and professional growth.
• Sound judgment and discretion with sensitive information.
• Strong proficiency in Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.

Skills

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions
• Advisory Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

Minimum Education

High School Diploma / GED / Secondary School or equivalent.

Schedule & Compensation

• Shift: 1st shift (United States of America)
• Hours per week: 37.5
• Location: US – WA – Spokane – 601 W Riverside Ave – Spokane Financial Center (WA2141)
• Hourly pay: $25.00 – $44.00 (based on experience, education, and skill set)
• Eligibility: Discretionary incentive based on performance.

Benefits

This role is eligible for benefits and the annual discretionary award program. Employees receive industry‑leading benefits, paid time off, and support resources.

Application Note

Internal employees working from home are still eligible to apply; selected candidates may be required to work onsite per the workplace excellence policy.