[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Bank of America jobs](https://jobs.opennash.com/companies/bank-of-america/) · [Search jobs](/search/) Bank of America · Dallas # Registered Wealth Management Client Associate Dallas Full-time Executive & Management Listed on Bank of America’s official careers site. Posted October 15, 2026. Check that it is still open and apply there. [Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Dallas/Registered-Wealth-Management-Client-Associate_26035884-2) [OpenNash Jobs](https://jobs.opennash.com/) / [Bank of America](https://jobs.opennash.com/companies/bank-of-america/) / Registered Wealth Management Client Associate ## Job description ### 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. 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! 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 ## At a glance - Posted by the employer: Oct 15, 2026 - First seen by OpenNash: Oct 18, 2026 - Last checked: Oct 18, 2026 - Listed for: 3 days - Location: Dallas - Employment type: Full-time[Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Dallas/Registered-Wealth-Management-Client-Associate_26035884-2) ## More jobs at Bank of America ### [Private Wealth Management Specialist](https://jobs.opennash.com/companies/bank-of-america/jobs/d8b7ea64188cd686f5a6/) Dallas ### [Wealth Management Client Associate](https://jobs.opennash.com/companies/bank-of-america/jobs/a3043be35e3b18415a1a/) Dallas ### [Wealth Management Specialist](https://jobs.opennash.com/companies/bank-of-america/jobs/6182d14793d244881ffd/) Dallas ### [Business Solutions Advisor - Dallas Central Market](https://jobs.opennash.com/companies/bank-of-america/jobs/820d4cb1c64d143845a2/) Dallas ## Similar jobs at other companies ### [Wealth Management, USPB Client Onboarding, Associate](https://jobs.opennash.com/companies/jpmorganchase/jobs/3d03bc26aabf2fc4a4ac/) JPMorganChase · Columbus, OH, United States ### [Private Wealth Management Registered Client Service Associate](https://jobs.opennash.com/companies/morgan-stanley/jobs/8718e67c2049b56dedaf/) Morgan Stanley · Atlanta, Georgia, United States of America ### [Private Wealth Management Registered Client Service Associate](https://jobs.opennash.com/companies/morgan-stanley/jobs/172fef520e54218bc38a/) Morgan Stanley · Naples, Florida, United States of America ### [Linscomb Wealth - Client Service Associate Manager](https://jobs.opennash.com/companies/huntington-bank/jobs/2ac2bc823e647b8ac9b5/) Huntington Bank · Houston, TX OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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