Registered Wealth Management Client Associate
- Location
- Dallas, TX
- Listed
- 5 days ago
About the role
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
About the role
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
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
- Series 7, 63/65 or 66
- Displays advanced industry knowledge and understanding of investment products
Desired Qualifications
- Energetic individual that is 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, 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
Skills
- 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
- Written Communications
Minimum Education Requirement
- High School Diploma / GED / Secondary School or equivalent
- Shift: 1st shift (United States of America)
- Hours Per Week: 37.5
From Ghr's careers page, first listed on Rolev.ai on November 5, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Registered Wealth Management Client Associate job at Ghr located?
This Registered Wealth Management Client Associate position at Ghr is located in Dallas, TX. Always check Ghr's application page for specific state eligibility or relocation policies.
How do I apply for the Registered Wealth Management Client Associate position at Ghr?
This listing links directly to Ghr's Workday application page. You can apply directly on Ghr's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.