Registered Wealth Management Client Associate
2 weeks ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
Job Description:
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
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
Required Qualifications:
- SIE, 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 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
-
Registered Wealth Management Client Associate
2 weeks ago
Farmington Hills, Michigan, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Client Associate/Client Registered Associate
1 week ago
Bloomfield Hills, United States Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...
-
Financial Advisor
2 months ago
Farmington Hills, United States Carson Wealth Full timeJob DescriptionJob DescriptionWho we are:Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. We are currently seeking a dedicated and passionate Financial Advisor to join our team in our Farmington Hills, MI office. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always....
-
Financial Advisor
1 month ago
Farmington Hills, United States Carson Wealth Full timeJob DescriptionJob DescriptionWho we are:Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. We are currently seeking a dedicated and passionate Financial Advisor to join our team in our Farmington Hills, MI office. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always....
-
Client Associate/Client Registered Associate
2 weeks ago
Bloomfield Hills, Michigan, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
-
Compliance Manager, Wealth
3 weeks ago
Farmington Hills, United States Comerica Full timeSenior Compliance Manager -- Wealth and Trust Compliance Advisory Manager The Wealth and Trust Compliance Advisory Manager within the second line of defense is responsible for planning, developing, and managing a comprehensive compliance management program for the Wealth Management division of Comerica including Private Banking, Trust Services, and...
-
Compliance Manager, Wealth
1 month ago
Farmington Hills, United States Comerica Full timeSenior Compliance Manager - Wealth and Trust Compliance Advisory ManagerThe Wealth and Trust Compliance Advisory Manager within the second line of defense is responsible for planning, developing, and managing a comprehensive compliance management program for the Wealth Management division of Comerica including Private Banking, Trust Services, and...
-
Farmington, United States Bank of America Full timeJob Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Associate Wealth Advisor
3 weeks ago
Bloomfield Hills, United States The Judson Group Full timeAssociate Wealth Advisor (CFP) | Bloomfield Hills, Michigan Reference Number: HRJ7541 Location: Bloomfield Hills, Michigan Judson Group has been retained by a well-established RIA firm located in SE Michigan in the search for an Associate Wealth Advisor (CFP) to take on a client-facing role with financial planning responsibilities. The ideal candidate will...
-
Wealth Manager
1 month ago
Parsippany-Troy Hills, United States Leah Yosef International Full timeWealth AdvisorBoutique Independent RIAParsippany, NJOverviewBoutique, Independent 2B+ AUM RIA seeks a Wealth Advisor to provide comprehensive wealth and investment management services to high net worth clientele. HighlightsInherit relationships from firm partners; no business development required.Provide holistic wealth management services, including...
-
Wealth Manager
16 hours ago
Parsippany-Troy Hills, United States Leah Yosef International Full timeWealth AdvisorBoutique Independent RIAParsippany, NJOverviewBoutique, Independent 2B+ AUM RIA seeks a Wealth Advisor to provide comprehensive wealth and investment management services to high net worth clientele. HighlightsInherit relationships from firm partners; no business development required.Provide holistic wealth management services, including...
-
Registered Client Services Associate
2 days ago
Granada Hills, United States Citi Full timeThe Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and...
-
Client Support Associate
7 days ago
Granada Hills, United States Stinger Management Full timeWe are proud of our welcoming company environment, where team members receive positive feedback, positive energy, and a place of personal and professional growth. Our Full Time Client Support Associates use a team approach to achieve truly remarkable service levels for both our clients and external customers. Our Full Time Client Support Associate position...
-
PWM Private Wealth Advisor
1 week ago
Woodland Hills, United States U.S. Bancorp Full timeResponsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial Wealth Advisor, Wealth, Private, Advisor, Client Relations
-
Associate Financial Advisor
2 weeks ago
Rochester Hills, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking asharp, motivated, and detail-oriented Associate Financial Advisor to join their team.The...
-
Associate Financial Advisor
3 weeks ago
Rochester Hills, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking asharp, motivated, and detail-oriented Associate Financial Advisor to join their team.The...
-
Associate Financial Advisor
3 weeks ago
Rochester Hills, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Rochester Hills, MI is an independent wealth management team that manages over $400M in assets and is seeking asharp, motivated, and detail-oriented Associate Financial Advisor to join their team.The...
-
Pwm Private Wealth Advisor
2 days ago
Beverly Hills, United States U.S. Bank National Association Full timeAt U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Client Service Specialist
5 days ago
Woodland Hills, United States Mercer Global Advisors Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives...
-
Trust UHNW Business Specialist
2 weeks ago
Farmington Hills, United States Comerica Full timeUltra-High Net Worth New Business SpecialistThe Ultra-High Net Worth New Business Specialist will be the primary liaison for onboarding new business in Comerica Advisor Solutions and Private Wealth, to ensure success of Ultra High Net Worth opportunities. The UHNW Business Specialist will own all aspects of the pre-acceptance and onboarding for new...