Registered Wealth Management Client Associate

3 weeks ago


Westfield, Massachusetts, United States Bank of America Full time

Job 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 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 offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, 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 FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetSkills:Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten CommunicationsKey Qualifications for the role:Candidates are required to currently hold Series 7 & 66 or 63/652+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

Shift:1st shift (United States of America)

Hours Per Week: 20



  • Westfield, Massachusetts, United States The Care Team Full time

    The Care Team The care you deserve and the support you need.Come join our growing team The Care Team Hospice is looking for a 7on/7off Full-time Nurse to care for patients in Westfield, IN, and surrounding areas. We specialize in providing Home Care in the home and facilities. If you are looking for a new and exciting opportunity, we encourage you to apply...

  • Financial Advisor

    4 days ago


    Westfield, Massachusetts, United States EDWARD JONES Full time

    We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones...


  • Westfield, Massachusetts, United States Westfield State University Full time

    Job Description:Campus Title: Assistant to the Associate ProvostState Job Title: Staff AssociateDepartment: Academic AffairsJob Code: HA5310FLSA Status: ExemptFunding: Bargaining Unit: NUPJob Type: Full-Time PermanentTimeframe: 52 WeeksShift: Monday-Friday, 9:00 am to 5:00 pmRegular Days Off: Saturday and SundaySupervision Received: Receives direct...

  • Financial Advisor

    5 days ago


    Westfield, Massachusetts, United States EDWARD JONES Full time

    The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds.While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to...

  • Travel Nurse RN

    4 days ago


    Westfield, Massachusetts, United States Supplemental Health Care Full time

    Supplemental Health Care is seeking a travel nurse RN Manager for a travel nursing job in Westfield, Massachusetts. Job Description & RequirementsSpecialty: ManagerDiscipline: RNStart Date: ASAPDuration: 13 weeksEmployment Type: TravelJob Description:As one of the largest Healthcare jobs placement agencies in the U.S., Supplemental Health Care has been...


  • Westfield, Massachusetts, United States Boise Cascade Full time

    Boise Cascade Company has been in the business of manufacturing wood products and distributing building materials for over half a century. We are one of the largest producers of engineered wood products and plywood in North America and a leading U.S. wholesale distributor of building materials. Because our business is built on relationships, our associates...


  • Westfield, Massachusetts, United States BrightStar Care Full time

    Are you looking for a home care job where you can make a difference in peoples lives? Do you want to work for a home care agency that truly cares about you? Thats where you can shine. We are proud to offer you the opportunity to pursue your passion at your own level, on a flexible schedule, and with the recognition and benefits you need. Come work for us and...

  • Travel Nurse

    3 weeks ago


    Westfield, Massachusetts, United States BluePipes Full time

    Cynet Health is seeking an experienced Oncology Registered Nurse for an exciting Travel Nursing job in Lafayette, INShift:3x12 hr nights Start Date: 06/04/2024 Duration: 13 weeks Pay: $ / Week About Cynet Health:Ranked #5 Best Travel Nursing Companies 2022 by BluePipes. We offer the most competitive pay for every position we fill. We understand this is a...

  • Lead Team Member

    4 days ago


    Westfield, Massachusetts, United States Circle K Full time

    Store : 1400 Russell Rd, Westfield, Massachusetts 01085Availability - Shift/Days Flexible AvailabilityLead Customer Service RepresentativeWe want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further. As a Lead Customer Service...

  • Travel Nurse RN

    4 days ago


    Westfield, Massachusetts, United States TalentBurst, Inc Full time

    TalentBurst, Inc is seeking a travel nurse RN Infusion for a travel nursing job in Westfield, Massachusetts. Job Description & RequirementsSpecialty: InfusionDiscipline: RNStart Date: 05/21/2024Duration: 26 weeks36 hours per weekShift: 12 hoursEmployment Type: TravelJob Title: Registered Nurse IV- House Supervisor Shift: 2nd shift Location: Westfield, MA...


  • Westfield, Massachusetts, United States Penske Logistics Full time

    Diesel Technician/Mechanic - Roadside Assistance Base Rate: $28.46/hr + $3.00/$4.00 Shift Differentials Position Summary: This diesel technician/mechanic position at Penske is focused on providing top service to our customers who have roadside assistance needs. This position will be responsible for being able to diagnose and repair all types of maintenance...

  • CT Radiologic Tech

    1 week ago


    Westfield, Massachusetts, United States Trusted Health Full time

    Trusted is seeking an experienced allied health professional for this exciting travel assignment. Trusted has streamlined the travel experience by enabling clinicians to apply directly to jobs without the need for recruiters. This unique approach provides more transparency, eliminates pesky calls from recruiters, and puts more money in your pocket. Join the...

  • Team Member

    4 days ago


    Westfield, Massachusetts, United States Circle K Full time

    Store : 1400 Russell Rd, Westfield, Massachusetts 01085Availability - Shift/Days Flexible AvailabilityCustomer Service RepresentativeWe want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further.As a Customer Service Representative,...


  • Westfield, Massachusetts, United States Westfield State University Full time

    Campus Title: Senior Systems AnalystState Job Title: Staff AssociateDepartment: Information and Instructional TechnologyJob Code: HA5300FLSA Status: ExemptFunding: Bargaining Unit: APAJob Type: Full-Time PermanentTimeframe: 52 WeeksShift: Monday-Friday, 9:00am to 5:00 pmRegular Days Off: Saturday and SundaySupervision Received: The Senior Systems Analyst...

  • Residence Director

    2 weeks ago


    Westfield, Massachusetts, United States Westfield State University Full time

    Job Description:Campus Title: Residence DirectorState Job Title: Staff AssistantDepartment: Residential LifeJob Code: HA5600FLSA Status: ExemptFunding: Bargaining Unit: APAJob Type: Full-Time PermanentTimeframe: 43 WeeksShift: TBDRegular Days Off: TBDSupervision Received: The Residence Director reports to the Assistant or Associate Director of Residential...


  • Westfield, Massachusetts, United States Sherwin-Williams Full time

    Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay...


  • Westfield, Massachusetts, United States Westfield Full time

    Job DescriptionThe Actuarial Senior Professional, working with limited supervision, conducts complex analyses, provides recommendations, and leads special actuarial projects. The role applies highly technical actuarial acumen and skill set in completing assignments and works to improve processes in the actuarial department. The role researches and develops...


  • Westfield, Massachusetts, United States Westfield Full time

    Job DescriptionThe Commercial Lines Senior Underwriter (Small Business), working under minimal supervision, represents the company among a defined territory of agencies with responsibility for the managing and servicing of a profitable renewal book of Commercial Lines business, while working to grow and strengthen technical underwriting ability. The role...


  • Westfield, Massachusetts, United States Westfield Full time

    Job DescriptionThe Middle Market Commercial Lines Senior Underwriter, working under minimal supervision, represents the company among a defined territory of agencies with responsibility for the managing and servicing of a profitable renewal book of Commercial Lines business, while working to grow and strengthen technical underwriting ability. The role...


  • Westfield, Massachusetts, United States Westfield State University Full time

    Campus Title: Occupational Therapy Assistant Program Director-Assistant/Assoc. ProfessorState Job Title: Assistant/Associate ProfessorDepartment: Health SciencesJob Code: HA3200/HA3100FLSA Status: ExemptFunding: TBDBargaining Unit: MSCAJob Type: Full Time Tenure TrackTimeframe: Academic CalendarShift: TBDRegular Days Off: Saturday and SundaySupervision...