Bank of America
Registered Wealth Management Client Associate
Providence · Full-time · Posted Jun 11, 2025
About the job
Provides client service and operational support to Financial Advisors, serving as a frequent point of contact for clients and helping meet their wealth management and banking needs.
What you'll do
- Respond to client and Financial Advisor requests and ensure client materials are timely, accurate, and complete.
- Support compliance with policies and procedures to protect clients, manage risk, and maintain operational excellence.
- Build and maintain client relationships by promoting banking services and supporting day-to-day team needs.
What they ask for
- FINRA Securities Industry Essentials (SIE), Series 7, and Series 63/65 or 66.
- Advanced industry knowledge and understanding of investment products.
Nice to have
- Microsoft Word, Excel, and PowerPoint experience; Salesforce is a plus.
- Detail-oriented, flexible, self-motivated, and focused on client experience.
Pay
$26.50 - $42.00 hourly pay (base pay)
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 63/65 or 66, Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative