Bank of America
Registered Wealth Management Client Associate
Mount Pleasant · Full-time · Posted Jul 24, 2025
- Experience
- 2+ years post-high school education and/or 4+ years of professional or relevant internship experience.
About the job
Provides operational and sales support to Financial Advisors, serving affluent clients and managing their onboarding, account maintenance, service needs, and digital experience.
What you'll do
- Lead onboarding and maintenance for new and existing clients, and manage client servicing requests and account maintenance.
- Provide products and services in coordination with partners across lines of business.
- Support clients’ digital experience while protecting privacy and security.
What they ask for
- Currently hold Series 7 and Series 66 or Series 63 and Series 65.
- Foundational knowledge of investment and banking products.
- Professional verbal and written communication skills; discretion with sensitive information.
- Microsoft Word, Excel, and PowerPoint experience.
Nice to have
- Undergraduate degree.
- Salesforce experience.
Tools
Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, PowerPoint, Salesforce
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