Bank of America
Registered Wealth Management Client Associate
Naples · Full-time · Posted Mar 17, 2025
- Experience
- 2+ years of post-high-school education and/or 4+ years of professional or relevant internship experience.
- Education
- 2+ years of post-high-school education; undergraduate degree a plus.
About the job
Provides operational and sales support to Financial Advisors, serving affluent clients and managing their onboarding, account maintenance, service requests, and digital experience.
What you'll do
- Lead onboarding and maintenance for new and existing clients; manage servicing requests and account maintenance.
- Coordinate products and services with cross-line-of-business partners and provide consistent client service across communication methods.
- Support clients’ digital experience while protecting privacy and security; identify opportunities to innovate.
What they ask for
- Currently hold Series 7 and Series 66, or Series 7 and Series 63/65.
- Foundational knowledge of investment and banking products.
- Professional verbal and written communication skills; discretion with sensitive information.
- Experience with Microsoft Word, Excel, and PowerPoint.
Nice to have
- Undergraduate degree.
- Salesforce experience.
Tools
Series 7, Series 63, Series 65, Series 66, Microsoft Word, Excel, PowerPoint, Salesforce
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