Registered Wealth Management Client Associate

Bank of America

. Provide client service support to potentially multiple Financial Advisors .

Posted 10/16/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $25 - $45 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced industry knowledge of investment products and a client-centric mindset, ensuring timely and accurate client service support while adhering to bank policies. Proficient in delivering customized solutions and maintaining strong client relationships in a fast-paced environment.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Series 7Series 66Client-Centric MindsetMicrosoft Office Suite

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment Products KnowledgeClient Service SupportSolution CustomizationOperational ExcellenceRisk Management

Soft Skills

Detail OrientedStrong Work EthicProfessional CommunicationEnthusiastic Self-StarterAdaptability

Tools & Technologies

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65

Industry Keywords

Client AdvocacyOperational Excellence GoalsBank PoliciesClient RelationshipsService Offerings

About the role

Key responsibilities & impact

Provide client service support to potentially multiple Financial Advisors
Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor's business
Customize solutions based on specific client and advisor needs
Serve as the frequent point of contact within Merrill for clients' service needs
Educate bank clients on service and banking offerings
Ensure timeliness, accuracy, and completeness of client materials
Follow up on client and Financial Advisor requests
Help ensure practices align with bank policies and procedures
Support operational excellence, protect clients, and manage risk
Identify, deepen, and maintain client relationships
Promote incorporation of banking into clients' day-to-day practices and communicate outputs to Financial Advisors
Support day-to-day team activities, including covering roles during absences or seasonal demand increases
Lead with a client-first mindset

Requirements

What you’ll need

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66; Series 63 and 65 accepted in lieu of Series 66
If licenses are not currently held, they must be obtained within a specified timeframe if hired into a registered job code
Advanced industry knowledge and understanding of investment products
Enthusiastic, highly motivated self-starter with strong work ethic and intense focus on results
Client-centric mindset, acting in the best interest of the client
Ability to learn and adapt to new information and technology platforms
Experience working with clients and fulfilling needs quickly (desired)
Experience delivering complex solutions and excellent client experiences (desired)
Comfortable operating in a fast-paced environment with changing responsibilities (desired)
Detail oriented (desired)
Commitment to continuous learning and professional growth (desired)
Sound judgment and discretion when handling sensitive information (desired)
Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce (desired)
Professional verbal and written communication skills (desired)
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Annual discretionary incentive award based on individual, line of business/group, and Company performance
Benefits eligible
Paid time off
Resources and support to make an impact and contribute to business and communities
In-office culture supporting collaboration, engagement, and career development