Registered Private Wealth Client Associate

Bank of America (GHR)

New York, United States
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
Onsite
Client service support
Client relationship management
Operational excellence
Provides client service support to Financial Advisors, addressing client needs and promoting banking offerings

Job Summary

  • Provides client service support to Financial Advisors, addressing client needs and promoting banking offerings.
  • Ensures accuracy and completeness in client materials, aligning practices with bank policies to manage risk.
  • Merrill Wealth Management offers comprehensive wealth management and investment products, valuing diversity and an in-office culture.

Matching Summary

Provides client service support to Financial Advisors, addressing client needs and promoting banking offerings.

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client service support
  • Client relationship management
  • Operational excellence
  • Risk management
  • Investment products knowledge

Nice-to-have

  • Client-centric mindset
  • Continuous learning
  • Adapt to new technology
  • Professional judgment and discretion
  • Fast-paced environment

Key Requirements

  • FINRA SIE, Series 7, Series 66 licenses
  • Obtain licenses within a specified timeframe
  • Advanced industry knowledge
  • Client experience
  • High School Diploma / GED

Work Rights

Not specified

Tailored Resume

Cover Letter