Wealth Management Client Associate - Client-Centric Support

Bank of America; Southlake (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a Client Service Associate to support Financial Advisors by delivering outstanding client service, educating clients on offerings, and maintaining accurate client materials. The role emphasizes risk-aware practices, proactive relationship building, and timely support for team objectives.

The position requires FINRA SIE, Series 7, and Series 66 (or 63/65) licensing, a client-centric mindset, and strong communication skills to operate

Qualifications

• Currently holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) or must obtain them within a set timeframe if hired into a registered job code.
• Possesses advanced industry knowledge and understanding of investment products.
• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to bank’s clients through educating them on all banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests.
• Supports alignment with bank policies to protect clients and manage risk, optimizing operational excellence.
• Identifies and deepens client relationships, promoting incorporation of banking into day-to-day practices, and communicates outputs to the FA.
• Supports day-to-day team activities and covers roles in absences or seasonal peaks with a client-first mindset.

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’s Merrill Wealth Management division seeks a Client Service Associate to support Financial Advisors by delivering outstanding client service, educating clients on offerings, and maintaining accurate client materials. The role emphasizes risk-aware practices, proactive relationship building, and timely support for team objectives.

The position requires FINRA SIE, Series 7, and Series 66 (or 63/65) licensing, a client-centric mindset, and strong communication skills to operate