Registered Wealth Management Client Associate

Bank of America Merrill Lynch

Not specified; not specified; not specified
**
Fully registered series 7, 63, 65, or 66 license
End-to-end client onboarding and maintenance
Lead end-to-end onboarding and maintenance activities for new and existing clients
** Bank of America Merrill Lynch is seeking a Registered Wealth Management Client Associate to provide operational and sales support to Financial Advisors, focusing on affluent clients. The role emphasizes strong communication, client service, and teamwork, with a commitment to personal development and a diverse workplace culture. **

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products for individuals, companies, and institutions.
  • The Registered Wealth Management Client Associate role serves as a dedicated operational and sales support position for multiple Financial Advisors.
  • Incumbents act as the most frequent point of contact for established clients while managing account maintenance and digital experience initiatives.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Registered Wealth Management Client Associate to provide operational and sales support to Financial Advisors, focusing on affluent clients. The role emphasizes strong communication, client service, and teamwork, with a commitment to personal development and a diverse workplace culture. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Fully registered Series 7, 63, 65, or 66 license
  • End-to-end client onboarding and maintenance
  • Lead end-to-end onboarding and maintenance activities for new and existing clients

Nice-to-have

  • Experience with Salesforce CRM system
  • Undergraduate degree in a relevant field
  • Creativity to tackle complex problems
  • Self-motivated and coachable individual
  • Detail-oriented approach to client service

Key Requirements

  • Series 7 & 66 or 63/65 registration required
  • 2+ years post high school education or 4+ years professional experience
  • Foundational knowledge of investment and banking products

Work Rights

Not specified

Tailored Resume

Cover Letter