Bank of America
Registered Wealth Management Client Associate
Mandeville · Full-time · Posted Oct 29, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client-service and operational support to one or more Financial Advisors, serving as a primary contact for clients’ service 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 compliance with policies and procedures, manage risk, and help maintain client relationships and team operations.
What they ask for
- Currently holds SIE, Series 7, and Series 66 licenses; Series 63 and 65 are accepted instead of Series 66. If not held, required licenses must be obtained within a specified timeframe when hired into a registered job code.
- Advanced industry knowledge and understanding of investment products.
- Strong client focus, motivation, work ethic, and results orientation.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Experience serving clients, fulfilling needs, delivering complex solutions, and providing a strong client experience.
- Microsoft Word, Excel, PowerPoint, and Salesforce proficiency; professional verbal and written communication skills.
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative