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Bank Of America Registered Wealth Management Client Associate 
United States, Florida, West Palm Beach 
284053930

24.09.2024

Registered Wealth Management Client Associaterole is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.


Specific responsibilities include, but are not limited to:

  • Work with highly affluent clients

  • Lead end-to-end onboarding and maintenance activities for new and existing clients.

  • Provide products and services to each client, working with cross line of business partners

  • Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.

  • Act as a key team member leading our clients’ digital experience with the firm

  • Create ease of access and interaction, while protecting their privacy and security

  • Find opportunities to innovate every day

Key Qualifications for the role:

  • requiredto currently hold Series 7 & 66 or 63/65

  • Bilingual in Spanish strongly preferred

  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

  • Product Knowledge: Foundational knowledge of investment and banking products

  • Energetic individual that is self-motivated, coachable, and flexible in thought

  • Enjoys a fast-paced environment with changing and evolving responsibility

  • Detail oriented

  • Invested in personal development

  • Consistently pursues client experience excellence

  • Works quickly to fulfill client needs delivering complex solutions

  • Frequent communication, and an abundance of discretion with sensitive information

  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

  • Professional verbal and written communication

1st shift (United States of America)