Licensed Wealth Management Client Associate

Bank of America; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division is seeking a Client Service Associate to support Financial Advisors, manage client relationships, and promote banking solutions. You will ensure timely materials, uphold policies, and help deliver a superior client experience in a fast-paced wealth management environment.

The role requires FINRA SIE, Series 7, and Series 66 (63/65 accepted) with licenses to be maintained or obtained as needed.

Qualifications

• Requires FINRA SIE, Series 7, and Series 66 (or 63/65 in lieu) and must obtain licenses if not currently held
• Strong knowledge of investment products and wealth management practices
• Self-starter with a client-centric mindset and results focus
• Ability to learn new information and adapt to technology platforms
• Proven experience serving clients and delivering complex solutions in a fast-paced environment

Responsibilities

• Provide client service support to multiple Financial Advisors.
• Support enterprise strategic objectives, operational excellence, and client advocacy.
• Ensure timely, accurate client materials and respond to FA requests.
• Promote bank offerings and integration of banking into client solutions.
• Cover team needs and maintain a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management division is seeking a Client Service Associate to support Financial Advisors, manage client relationships, and promote banking solutions. You will ensure timely materials, uphold policies, and help deliver a superior client experience in a fast-paced wealth management environment.

The role requires FINRA SIE, Series 7, and Series 66 (63/65 accepted) with licenses to be maintained or obtained as needed.