Bank of America
Registered Wealth Management Client Associate
Kansas City · Full-time · Posted Oct 7, 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 point of contact for Merrill clients and helping address their service needs.
What you'll do
- Educate clients about banking and service offerings; follow up on client and advisor requests and ensure client materials are accurate and timely.
- Support policy compliance, operational excellence, client protection, and risk management.
- Maintain client relationships, communicate client needs to Financial Advisors, and support day-to-day team coverage.
What they ask for
- Currently holds FINRA SIE, Series 7, and Series 66 licenses; Series 63 and 65 are accepted in lieu of Series 66. If not held, required licenses must be obtained within a specified timeframe for registered job codes.
- Advanced industry knowledge and understanding of investment products.
- Client-centric mindset, strong work ethic, and ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients and 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.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative