Registered Wealth Management Client… at Bank of America · Toms River

Summary: Bank of America is a leading provider of comprehensive wealth management and investment products. The Registered Wealth Management Client Associate is responsible for providing client service support to Financial Advisors, ensuring operational excellence, and customizing solutions based on client needs. Responsibilities: - 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 Required Qualifications: - 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 - Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Preferred Qualifications: - 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 Required Skills: FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Investment products knowledge, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, Client-centric mindset, Professional verbal and written communication Benefits: Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan., Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company., 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.