Wealth Management Client Associate & Admin Support

Bank of America; Houston (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a dual role Client Associate and Administrative Assistant to support Financial Advisors and serve as the primary contact for established clients. The position emphasizes client service, operational excellence, and alignment with bank policies.

You will cover day-to-day team activities, assist in promoting banking offerings, and contribute to relationship development with clients.

Qualifications

• High School Diploma or equivalent required.
• Role focuses on sales support and client service.
• Supports multiple Financial Advisors and client activities.

Responsibilities

• Provides excellent Client Service to clients by educating them on the bank's service offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests from clients and Financial Advisors.
• Ensures practices align with the bank's policies to support operational excellence and manage risk.
• Identifies and deepens client relationships by promoting banking offerings in day-to-day activities.

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

Job description

Bank of America Merrill Wealth Management is seeking a dual role Client Associate and Administrative Assistant to support Financial Advisors and serve as the primary contact for established clients. The position emphasizes client service, operational excellence, and alignment with bank policies.

You will cover day-to-day team activities, assist in promoting banking offerings, and contribute to relationship development with clients.