Registered Wealth Management Client Associate

Bank of America•Dallas, TX

About The Position

At Bank of America, the Registered Wealth Management Client Associate supports potentially multiple Financial Advisors (FAs) by providing client service and helping advance enterprise strategic objectives, operational excellence, and client advocacy within the FA’s business. The associate customizes solutions to meet specific business needs and serves as a frequent point of contact within Merrill for clients’ service needs. The role includes educating clients about the bank’s service and banking offerings, maintaining accurate and timely client materials, following up on requests, supporting compliance with bank policies and procedures, and helping manage risk. The associate also identifies and develops client relationships, communicates relevant outcomes to the FA, and supports team operations, including coverage during absences or seasonal increases in demand. Bank of America describes an in-office culture, with flexibility based on role responsibilities and business needs.

Requirements

Series 7 license.
Series 63/65 or Series 66 license.
Advanced industry knowledge and understanding of investment products.
High school diploma, GED, secondary school education, or equivalent.
Professional verbal and written communication skills.

Nice To Haves

Energetic, self-motivated, coachable, and flexible in thought.
Enjoys a fast-paced environment with changing and evolving responsibilities.
Detail-oriented.
Invested in personal development.
Consistently pursues client experience excellence.
Works quickly to fulfill client needs and deliver complex solutions.
Able to communicate frequently and use discretion with sensitive information.
Experience with Microsoft Word, Excel, and PowerPoint; Salesforce experience is a plus.
Skills in account management, client management, customer and client focus, issue management, oral communications, business development, client solutions advisory, pipeline management, prioritization, administrative services, emotional intelligence, referral identification, and written communications.

Responsibilities

Provide excellent client service by educating clients on the bank’s service and banking offerings.
Ensure client materials are timely, accurate, and complete, and follow up on client and Financial Advisor requests.
Help ensure practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk.
Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting banking in day-to-day practices; communicate outputs to the Financial Advisor.
Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in demand, while maintaining a client-first mindset.