Wealth Management Client Associate

Bank of America; Tyler (TX); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Bank of America is looking for a Client Services Associate in Tyler, Texas. The role involves supporting Financial Advisors by providing exceptional client service and operational excellence, as well as educating clients on banking products.

Candidates need a high school diploma and strong client management skills. Proficiency in Microsoft Office and Salesforce is essential. The position allows for internal employees to work from home, though onsite work may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Client-centric mindset, always acting in the best interest of the client.
• Strong computer application skills with proficiency in Microsoft Office and Salesforce.

Responsibilities

• Support Financial Advisors by providing client service support.
• Educate clients on the bank’s products and banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials.

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

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Job Overview

Merrill Wealth Management’s Client Services Associate supports Financial Advisors (FAs) by providing high‑quality client service and ensuring operational excellence.
Internal employees working from home are eligible to apply; however, onsite work may be required.

Key Responsibilities

• Provide client service support to multiple Financial Advisors.
• Provide excellent client service by educating clients on the bank’s products and banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and FA requests.
• Assist in aligning practices with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships, emphasizing the bank’s offerings and promoting incorporation of banking into day‑to‑day practices while communicating outcomes to the FA.
• Support day‑to‑day team activities, covering roles during absences or seasonal needs, with a client‑first mindset.

Required Qualifications

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.
• Client‑centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Desired Qualifications

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series7, and/or Series66 (63 and65 accepted in lieu of66).
• Possesses industry knowledge and an understanding of investment products.
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast‑paced environment with changing responsibilities.
• Detail oriented.
• Commitment to continuous learning and professional growth.
• Exhibits sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.

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.

Work Schedule

Shift: 1st shift (United States of America). Hours per week: 37.5.

Legal Statement

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.