Wealth Management Client Associate — Client Services

NBMBAA

Houston (TX)

On-site

USD 52,000 - 70,000

Full time

6 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Merrill Wealth Management in Houston is seeking a Client Service Associate to support Financial Advisors by delivering high-quality client service, coordinating materials, and addressing service needs. The role emphasizes adherence to policies, risk management, and proactive communication, with licenses (SIE, Series 7, 66) and investment product knowledge as core prerequisites.

On-site collaboration and career development are highlighted.

Qualifications

Demonstrates a client-centric mindset and strong work ethic.
Experience providing high-level client service and strong communication skills.
Knowledge of investment products and FINRA licensing requirements.
Ability to learn new information and technology platforms.

Responsibilities

Provides excellent client service to bank clients by educating on bank services.
Ensures timeliness and accuracy of client materials and follows up on requests.
Assists with compliance to bank policies to support operational excellence and risk management.
Identifies, deepens, and maintains client relationships with emphasis on the bank's offerings.
Supports day-to-day team activities and covers roles during absences or peak times with a client-first mindset.