Wealth Management Client Associate | Client Service Pro

Bank of America; Southlake (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional service, coordinating client requests, and ensuring policy compliance. You will deepen client relationships, assist with daily team activities, and act as a trusted liaison between clients and advisors, all within a fast-paced banking environment.

The role emphasizes accuracy, responsiveness, and a client-first mindset, with onsite duties in Texas and a

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses required or must be obtained shortly after hire.
• Strong knowledge of investment products and a client-centric mindset.
• Self-starter with a strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to educate clients on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Ensures practices align with policy to support risk management.
• Identifies and deepens client relationships, communicating outputs to the FA.
• Supports day-to-day team activities and covers roles as needed 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

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional service, coordinating client requests, and ensuring policy compliance. You will deepen client relationships, assist with daily team activities, and act as a trusted liaison between clients and advisors, all within a fast-paced banking environment.

The role emphasizes accuracy, responsiveness, and a client-first mindset, with onsite duties in Texas and a