Wealth Management Seasonal Client Associate - Private Wealth San Francisco Market

Bank of America (GHR)

San Francisco, CA, US
Base: $25.00 - $30.00 hourly; bonus/equity: not sp...
Onsite
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with microsoft office and salesforce
This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management

Job Summary

  • This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management.
  • The position requires acting as the primary point of contact for clients to address all service needs and educate them on banking offerings.
  • Employees are eligible for industry-leading benefits, paid time off, and resources to contribute to sustainable business growth.

Matching Summary

This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management.

Salary

Base: $25.00 - $30.00 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Strong client-centric mindset
  • Excellent verbal and written communication skills
  • Proficiency with Microsoft Office and Salesforce

Nice-to-have

  • Experience in fast-paced financial environments
  • Understanding of investment products
  • Commitment to continuous professional growth

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 certification preferred
  • Sound judgment when handling sensitive information

Work Rights

Not specified

Tailored Resume

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