Wealth Management Registered Client Associate

at Bank of America in Spokane, Washington, United States

Wealth Management Registered Client Associate

Spokane, Washington

Job Description:

The Wealth Management Registered Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact within Merrill.

Specific responsibilities include, but are not limited to:

+ Work with highly affluent clients

+ Lead end-to-end onboarding and maintenance activities for new and existing clients.

+ Provide products and services to each client, working with cross line of business partners

+ Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.

+ Act as a key team member leading our clients' digital experience with the firm

+ Create ease of access and interaction, while protecting their privacy and security

+ Find opportunities to innovate every day

Key Qualifications for the role:

+ Candidates are required to currently hold Series 7 & 66 or 63/65

+ 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

+ Product Knowledge: Foundational knowledge of investment and banking products

+ Energetic individual that is self-motivated, coachable, and flexible in thought

+ Enjoys a fast-paced environment with changing and evolving responsibility

+ Detail oriented

+ Invested in personal development

+ Consistently pursues client experience excellence

+ Works quickly to fulfill client needs delivering complex solutions

+ Frequent communication, and an abundance of discretion with sensitive information

+ Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

+ Professional verbal and written communication

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\EEO\Supplement\Final\JRF\QA\508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free workplace and alcohol policy, CLICK HERE .