Private Wealth Client Associate

Bank of America; Lufkin (TX); On-site; USD 52,000 - 75,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors and their clients. You will educate clients on wealth and banking offerings, ensuring timely materials and accurate processing, while upholding risk controls and policy alignment.

You will deepen client relationships by promoting integrated financial solutions, handling multiple tasks, and staying adaptable to changing priorities in a fast-paced environment.

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted) required or must be obtained within timeframe.
• Advanced knowledge of investment products and client-centric mindset.
• Strong work ethic, results focus, and adaptability to new technology platforms.

Responsibilities

• Provide client service support to Financial Advisors' clients, aligning with enterprise objectives.
• Educate clients on bank services and offerings, ensuring timely, accurate materials.
• Maintain compliance with bank policies, protect clients, and manage risk.
• Deepen client relationships by promoting banking solutions and communicating with Financial Advisors.
• Support daily team activities and cover roles during absences or peak periods.

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

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors and their clients. You will educate clients on wealth and banking offerings, ensuring timely materials and accurate processing, while upholding risk controls and policy alignment.

You will deepen client relationships by promoting integrated financial solutions, handling multiple tasks, and staying adaptable to changing priorities in a fast-paced environment.