Bank of America
Registered Wealth Management Client Associate
Greenwich · Full-time · Posted Sep 18, 2026
About the job
Provides client service and operational support to Financial Advisors, serving as a frequent contact for clients and helping meet their banking and investment service needs.
What you'll do
- Educate clients about banking and service offerings; 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, client relationships, and day-to-day team needs.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66).
- Advanced industry knowledge and understanding of investment products.
- Ability to learn and adapt to new information and technology platforms.
- Client-centric mindset, strong work ethic, and focus on results.
Nice to have
- Experience serving clients and delivering complex solutions and a strong client experience.
- Microsoft Word, Excel, PowerPoint, and Salesforce proficiency; professional verbal and written communication skills.
Pay
$26.50 - $45.00 hourly pay (base pay)
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Excel, Salesforce
Model-written summary · the original posting is authoritative