Bank of America
Registered Wealth Management Client Associate
Guaynabo · Full-time · Posted Oct 6, 2026
About the job
Provides client service and operational support to Financial Advisors, serving as a frequent point of contact for client needs and helping maintain client relationships and policy compliance.
What you'll do
- Responds to client and Financial Advisor requests and ensures client materials are timely, accurate, and complete.
- Educates clients about banking and service offerings, supports relationship development, and communicates outcomes to Financial Advisors.
- Helps ensure practices follow bank policies and procedures and supports day-to-day team needs.
What they ask for
- Currently holds FINRA SIE, Series 7, and Series 66 licenses (Series 63 and 65 accepted instead of Series 66); if not held, required within a specified timeframe when hired into a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Strong client-centric mindset, motivation, work ethic, and focus on results.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Client-service experience delivering solutions in a fast-paced environment.
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative