Registered Wealth Management Client Associate

Bank of America (GHR)

Dallas, USA
Onsite
Client service support
Client relationship management
Operational excellence
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.
  • This role is responsible for providing client service support to Financial Advisors, acting as the primary point of contact for client needs and ensuring operational excellence.
  • The company values diversity, fosters an in-office culture with flexibility, and empowers employees to bring their whole selves to work.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.

Skills & Requirements

Must-have

  • Client service support
  • Client relationship management
  • Operational excellence
  • Risk management
  • Financial Advisor support

Nice-to-have

  • Client-centric mindset
  • Continuous learning
  • Adaptability
  • Professional judgment
  • Diversity and inclusion

Key Requirements

  • FINRA SIE, Series 7, and Series 66 licenses
  • Advanced industry knowledge
  • Client experience
  • Fast-paced environment adaptability
  • Microsoft Office Suite proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter