Wealth Management Client Associate: Client Services Pro

Bank of America; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America in Houston seeks a Client Services Associate to support Merrill Wealth Management advisors by delivering timely client service, processing requests, and coordinating for enterprise objectives.

You will need FINRA SIE, Series 7, 66, strong communication, and proficiency with Salesforce and MS Office; you will build trusted client relationships and help protect client assets. This role emphasizes accuracy and a client-first mindset.

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted) licensing.
• Strong knowledge of investment products and wealth management concepts.
• Demonstrates client-centric mindset and drive for results.
• Able to learn new information and adapt to technology platforms.

Responsibilities

• Provides excellent client service and educates clients on bank offerings.
• Maintains timeliness and accuracy in client materials and requests.
• Ensures adherence to bank policies and mitigates risk while supporting FA needs.
• Deepens client relationships and promotes banking solutions within day-to-day activities.
• Supports team operations and fills in as needed with a client-first approach.

Skills

SIE

Series 7

Series 66

Tools

Salesforce

Microsoft Office

Job description

Bank of America in Houston seeks a Client Services Associate to support Merrill Wealth Management advisors by delivering timely client service, processing requests, and coordinating for enterprise objectives.

You will need FINRA SIE, Series 7, 66, strong communication, and proficiency with Salesforce and MS Office; you will build trusted client relationships and help protect client assets. This role emphasizes accuracy and a client-first mindset.