Hybrid Wealth Management Client Associate

Bank of America; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a Client Service Associate to support Financial Advisors and their clients. You will deliver premier service, manage client requests, and ensure accurate materials while collaborating with the FA team.

Ideal candidates are motivated, detail-oriented, and proficient with Word, Excel, PowerPoint and Salesforce; FINRA SIE/Series licenses are encouraged. Office-based role with flexible responsibilities.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset; acts in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provide excellent client service to Merrill clients and supporting Financial Advisors.
• Address service needs, ensure timeliness and accuracy of client materials.
• Maintain alignment with bank policies to support risk management.
• Deepen client relationships by promoting banking offerings and FA collaboration.
• Cover team activities as needed with a client-first mindset.

Skills

Client Management

Account Management

Written Communications

Oral Communications

Problem Solving

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Education

High School Diploma / GED

Tools

Salesforce

Job description

Bank of America’s Merrill Wealth Management division seeks a Client Service Associate to support Financial Advisors and their clients. You will deliver premier service, manage client requests, and ensure accurate materials while collaborating with the FA team.

Ideal candidates are motivated, detail-oriented, and proficient with Word, Excel, PowerPoint and Salesforce; FINRA SIE/Series licenses are encouraged. Office-based role with flexible responsibilities.