Bank of America
Registered Wealth Management Client Associate
Manchester +2 · Full-time · Posted Sep 11, 2026
- Location
- Manchester
Burlington
Portland
About the job
Provides client service support to Financial Advisors, addressing client needs, maintaining relationships, and supporting operational excellence and risk management.
What you'll do
- Educates clients about banking and service offerings, and responds to client and Financial Advisor requests.
- Prepares accurate, complete client materials and follows up promptly.
- Supports compliant, risk-aware team operations and develops client relationships.
What they ask for
- Currently holds FINRA SIE, Series 7, and Series 66 licenses (or Series 63 and 65 instead of Series 66); if not held, licenses must be obtained within a specified timeframe when hired into a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Client-centric approach, strong work ethic, motivation, and focus on results.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Client service experience delivering complex solutions; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
- Detail-oriented, comfortable with changing responsibilities, and demonstrates sound judgment and professional communication.
Pay
$25.00 - $45.00 hourly pay (base salary)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative