Bank of America
Registered Wealth Management Client Associate
Great Neck · Full-time · Posted Sep 18, 2026
About the job
Provides client service support to Financial Advisors, serving as a frequent contact for clients and helping meet their service, banking, and investment needs.
What you'll do
- Educate clients about banking and service offerings, and respond to client and Financial Advisor requests.
- Prepare client materials accurately and on time; support compliance with policies, procedures, and risk management.
- Maintain client relationships, communicate client needs to Financial Advisors, and support day-to-day team operations.
What they ask for
- Currently holds SIE, Series 7, and Series 66 (Series 63 and 65 accepted in lieu of Series 66), or must obtain required licenses within a specified timeframe if hired into a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Client-centric mindset, 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; detail orientation and comfort in a fast-paced environment.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; strong verbal and written communication skills.
Pay
$25.00 - $45.00 hourly pay (base pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative