Bank of America
Registered Wealth Management Client Associate
Madison · Full-time · Posted Oct 22, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to one or more Financial Advisors, serving as a frequent contact for Merrill clients and helping address their service needs.
What you'll do
- Educate clients about banking and service offerings, and respond to their requests.
- Prepare accurate, complete client materials and follow up on client and Financial Advisor requests.
- Support operational excellence and risk management, maintain client relationships, and assist with day-to-day team needs.
What they ask for
- Currently holds FINRA SIE, Series 7, and Series 66 licenses; Series 63 and 65 are accepted instead of Series 66. If not held, required licenses must be obtained within a specified timeframe for registered job codes.
- Advanced industry knowledge and understanding of investment products.
- Client-centric mindset, strong work ethic, and focus on results.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Client service experience, including fulfilling needs and delivering complex solutions.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative