Wealth Management Client Associate - Client-Focused Support

Bank of America Corporation; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America Corporation, via Merrill Wealth Management, is seeking a client service professional to support Financial Advisors and Wealth Management Client Associates in delivering tailored investment guidance and banking solutions.

You will strengthen client relationships, educate clients on services, and ensure accurate, timely materials while adhering to policy and risk management standards. A client‑centric, proactive approach is essential in a fast‑paced banking environment.

Qualifications

• Currently holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• Advanced investment product knowledge is required.
• Self‑starter with strong work ethic and results focus.
• Client-centric mindset, acting in client's best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to clients by educating them on the bank's service and offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Identifies, deepens, and maintains client relationships while communicating outputs to the Financial Advisor.

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

Tools

Salesforce

MS Word

MS Excel

MS PowerPoint

Job description

Bank of America Corporation, via Merrill Wealth Management, is seeking a client service professional to support Financial Advisors and Wealth Management Client Associates in delivering tailored investment guidance and banking solutions.

You will strengthen client relationships, educate clients on services, and ensure accurate, timely materials while adhering to policy and risk management standards. A client‑centric, proactive approach is essential in a fast‑paced banking environment.