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Registered Private Wealth Client Associate - Tucson

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Bank of America

25d ago

💼 Graduate Job


AI generated summary

  • You need Series 7 & 66 or 63/65, 2+ years post-high school education/professional experience, key skills in client management, communication, and business development for this Private Wealth Client Associate role in Tucson.
  • You will provide top-notch client service by educating clients on banking offerings, ensuring accuracy in client materials, maintaining relationships, and supporting team activities with a client-centric approach.

Graduate Job

Banking & Finance, Customer RelationsTucson


  • 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.


  • 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
  • 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

Area of Responsibilities

Banking & Finance
Customer Relations


  • 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


Work type

Full time

Work mode