Bank of America
Registered Wealth Management Client Associate
Dallas · Full-time · Posted Oct 15, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to multiple Financial Advisors, serving as a frequent contact for Merrill clients and helping meet their service and banking needs.
What you'll do
- Educate clients about bank services and offerings, and respond to client and Financial Advisor requests.
- Prepare and follow up on client materials, ensuring they are timely, accurate, and complete.
- Support operational excellence, risk management, relationship development, and day-to-day team needs.
What they ask for
- Series 7 and Series 63/65 or 66 licenses.
- Advanced industry knowledge and understanding of investment products.
Nice to have
- Microsoft Word, Excel, and PowerPoint experience; Salesforce is a plus.
- Strong client-service focus, communication, discretion, and adaptability.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative