Registered Wealth Management Client Associate

Bank of America • Dallas, TX

11d • Onsite

About The Position

At Bank of America, the role supports the company’s purpose of helping make financial lives better through every connection and its commitment to Responsible Growth, client service, teammate well-being, and an inclusive workplace. The company maintains an in-office culture supporting collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs.

This position provides client service support to potentially multiple Financial Advisors (FAs). It supports enterprise strategic objectives, operational excellence, and client advocacy within the FA’s business, customizing solutions to specific needs. The associate is often the primary Merrill contact for clients’ service needs. The position is listed for the first shift, with 37.5 hours per week.

Requirements

• Series 7 and Series 63/65 or 66.
• Advanced industry knowledge and understanding of investment products.
• High school diploma, GED, secondary school, or equivalent.
• Strong oral and written communications, client focus, account and client management, issue management, business development, client solutions, advisory pipeline management, prioritization, administrative services, emotional intelligence, and referral identification skills.

Nice To Haves

• Energetic, self-motivated, coachable, and flexible in thought.
• Enjoys a fast-paced environment with changing and evolving responsibilities.
• Detail-oriented and invested in personal development.
• Consistently pursues client experience excellence.
• Works quickly to fulfill client needs and deliver complex solutions.
• Able to communicate frequently and exercise discretion with sensitive information.
• Microsoft Word, Excel, and PowerPoint experience; Salesforce experience is a plus.

Responsibilities

• Provide excellent client service by educating clients about 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 the incorporation of banking into clients’ 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 need, while maintaining a client-first mindset.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED