Wealth Management Client Associate - Client-Focused Support

Bank of America; Pflugerville (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors, delivering tailored service to clients and assisting with enterprise objectives.

You will handle client materials, ensure accuracy, support risk controls, deepen relationships, and cover team needs with a client-first mindset. Proficiency with MS Office and Salesforce is expected; FINRA SIE/Series licenses are required.

Qualifications

• High school diploma or equivalent required; some roles may require further licensing/ certification.
• FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu) are required for the role.
• Strong knowledge of investment products and client-focused service mindset.

Responsibilities

• Provides excellent client service to clients via educating them on bank offerings.
• Ensures timely, accurate, and complete client materials and follows up on requests.
• Aligns practices with bank policies to support risk management and operational excellence.
• Identifies and deepens client relationships while communicating outputs to the Financial Advisor.
• Supports day-to-day team activities and coverage during absences 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

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors, delivering tailored service to clients and assisting with enterprise objectives.

You will handle client materials, ensure accuracy, support risk controls, deepen relationships, and cover team needs with a client-first mindset. Proficiency with MS Office and Salesforce is expected; FINRA SIE/Series licenses are required.