Registered Wealth Management Client Associate

Bank of America

Boca Raton, US
**
Client service and education
Timeliness and accuracy in client materials
Adherence to bank policies and procedures
** Bank of America is seeking a Registered Wealth Management Client Associate in Boca Raton, US, to support financial advisors and provide exceptional client service. The role requires strong industry knowledge, client management skills, and relevant FINRA registrations. **

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
  • The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
  • Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Match Score: 75

** Bank of America is seeking a Registered Wealth Management Client Associate in Boca Raton, US, to support financial advisors and provide exceptional client service. The role requires strong industry knowledge, client management skills, and relevant FINRA registrations. **

Skills & Requirements

Must-have

  • Client service and education
  • Timeliness and accuracy in client materials
  • Adherence to bank policies and procedures
  • Client relationship deepening and maintenance
  • Support day-to-day team activities

Nice-to-have

  • Comfortable in fast-paced environment
  • Detail-oriented
  • Commitment to continuous learning
  • Sound judgment and discretion
  • Professional verbal and written communication

Key Requirements

  • FINRA Securities Industry Essentials (SIE)
  • Series 7
  • Series 66 (63 and 65 accepted)
  • Advanced industry knowledge
  • Understanding of investment products

Work Rights

Not specified

Tailored Resume

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