Registered Wealth Management Client Associate

Bank of America

Client Associate providing support to multiple Financial Advisors at Merrill Wealth Management. Responsible for delivering excellent client service and operational excellence in banking and investment solutions.

Posted 7/21/2026full-timeToms River • New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $45 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service and relationship management, with a strong focus on investment products and banking offerings. Proficient in utilizing technology platforms and tools to enhance client experiences while ensuring compliance with bank policies.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Series 7Series 66Client-Centric MindsetMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Products KnowledgeClient Relationship ManagementOperational ExcellenceDetail OrientationComplex Solution Delivery

Soft Skills

Strong Work EthicEnthusiastic Self-StarterAdaptabilityProfessional CommunicationSound Judgment

Tools & Technologies

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)Series 7Series 66

Industry Keywords

Client ServiceBanking OfferingsRisk ManagementContinuous LearningFast-Paced Environment

About the role

Key responsibilities & impact

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Requirements

What you’ll need

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities.
Is detail oriented.
Demonstrates a commitment to continuous learning and professional growth.
Exhibits sound judgment and discretion when handling sensitive information.
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Demonstrates professional verbal and written communication skills.

Benefits

Comp & perks

This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.