Registered Wealth Management Client Associate

Bank of America

Bridgeport, United States
**
Client service support for financial advisors
Address client service needs
Educate clients on bank offerings
** Bank of America is seeking a Registered Wealth Management Client Associate for its Merrill Wealth Management division in Bridgeport, United States. The role focuses on providing exceptional client service support to Financial Advisors, with an emphasis on building client relationships and ensuring operational excellence. **

Job Summary

  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
  • Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.
  • Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Matching Summary

Match Score: 75

** Bank of America is seeking a Registered Wealth Management Client Associate for its Merrill Wealth Management division in Bridgeport, United States. The role focuses on providing exceptional client service support to Financial Advisors, with an emphasis on building client relationships and ensuring operational excellence. **

Skills & Requirements

Must-have

  • Client service support for Financial Advisors
  • Address client service needs
  • Educate clients on bank offerings
  • Ensure timeliness and accuracy
  • Align practices with bank policies

Nice-to-have

  • Client relationship deepening
  • Promote incorporation of banking
  • Support team activities
  • Client first mindset
  • Continuous learning and growth

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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