Wealth Management Client Associate - Bilingual (Spanish)

Bank of America; Guaynabo (PR); On-site; USD 50,000 - 70,000; Full time

Job summary

Merrill Wealth Management is seeking a focused Client Service Associate to support multiple Financial Advisors. You will address service needs, educate clients on the bank’s offerings, and help maintain accurate client materials.

This role requires a client-centric mindset, bilingual Spanish, and comfort with a fast-paced environment. Onsite in the United States, with opportunities to grow professionally within Bank of America’s wealth management team.

Qualifications

• Dedicated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client’s best interest.
• Able to learn and adapt to new information and technology platforms.
• Bilingual Spanish language proficiency.
• Familiarity with investment products and wealth management concepts.

Responsibilities

• Provide excellent client service to educate clients on the bank's offerings.
• Ensure timely, accurate client materials; follow up on requests.
• Align practices with bank policies to support risk management.
• Deepen client relationships by promoting bank offerings through the FA.
• Cover team roles during absences and seasonal needs with a client-first mindset.

Skills

Client Service

Bilingual Spanish

Relationship Management

Salesforce

MS Office

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Office

Job description

Merrill Wealth Management is seeking a focused Client Service Associate to support multiple Financial Advisors. You will address service needs, educate clients on the bank’s offerings, and help maintain accurate client materials.

This role requires a client-centric mindset, bilingual Spanish, and comfort with a fast-paced environment. Onsite in the United States, with opportunities to grow professionally within Bank of America’s wealth management team.