Registered Wealth Management Client Associate

Bank of America

. Provide client service support to potentially multiple Financial Advisors .

Posted 11/12/2026full-timeRichmond • Virginia • United StatesJuniorMid-Level💰 $25 - $45 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service support and relationship management within the financial services sector, with a strong focus on operational excellence and adherence to banking policies. Proficient in delivering customized solutions and maintaining client satisfaction while managing risk and ensuring compliance.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient-Centric MindsetMicrosoft Office Proficiency

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 Relationship ManagementOperational ExcellenceRisk ManagementDetail Orientation

Soft Skills

Strong Work EthicProfessional CommunicationAdaptabilityEnthusiasmCommitment to Continuous Learning

Tools & Technologies

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

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

Industry Keywords

Client AdvocacyBanking ServicesFinancial AdvisorsOperational PoliciesClient Experience

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 most frequent point of contact within Merrill for clients' service needs
Educate bank clients on the bank's service and banking offerings
Ensure timeliness, accuracy, and completeness in client materials
Follow up on all 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 the Financial Advisor
Support day-to-day team activities and needs, including covering roles during absences or seasonal need 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 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, always acting in the best interest of the client
Ability to learn and adapt to new information and technology platforms
Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Comfortable operating in a fast-paced environment with changing and evolving responsibilities
Detail oriented
Commitment to continuous learning and professional growth
Sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Professional verbal and written communication skills
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Discretionary incentive eligible; eligible to participate in the annual discretionary plan
Benefits eligible
Access to paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Appropriate level of flexibility based on role-specific responsibilities and business needs