Wealth Management Client Associate

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

Job summary

A leading financial institution located in Dallas is seeking a motivated Client Associate to provide exemplary client service in a dynamic environment. Candidates must possess the appropriate FINRA licenses or obtain them after hiring. The role emphasizes building and maintaining client relationships while supporting both client needs and team activities. Applicants should be equipped with a strong client-centric mindset and demonstrate proficiency in various office software, including Salesforce and Microsoft Office tools. This position offers a structured work schedule focused on client engagement.

Qualifications

• Must hold FINRA SIE, Series 7, and Series 66 licenses (or obtain them upon hiring).
• Advanced knowledge of investment products is required.
• Demonstrates a client-centric mindset.
• Able to learn and adapt to new technology platforms.

Responsibilities

• Provide excellent client service through education on banking offerings.
• Maintain timeliness and accuracy in client materials.
• Identify and deepen client relationships with a client-first approach.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Excel

Microsoft Word

Salesforce

Microsoft PowerPoint

Job description

A leading financial institution located in Dallas is seeking a motivated Client Associate to provide exemplary client service in a dynamic environment. Candidates must possess the appropriate FINRA licenses or obtain them after hiring. The role emphasizes building and maintaining client relationships while supporting both client needs and team activities. Applicants should be equipped with a strong client-centric mindset and demonstrate proficiency in various office software, including Salesforce and Microsoft Office tools. This position offers a structured work schedule focused on client engagement.