Wealth Management Client Associate: Client Services Pro

Bank of America; Houston (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a dedicated professional to deliver superior client service to Financial Advisors and their clients. The role focuses on addressing service needs, educating clients on the bank’s offerings, and maintaining strong, trusted relationships.

Ideal candidates will be client-focused, adaptable to new tech platforms, and capable of thriving in a fast-paced environment while upholding the bank’s policies and risk standards.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to clients by educating them on bank services and offerings.
• Ensures timeliness and accuracy of client materials and follows up on requests from clients and Financial Advisors.
• Aligns practices with bank policies and procedures to support operational excellence and manage risk.
• Identifies and deepens client relationships by promoting bank offerings in day-to-day activities, and communicates outputs to the FA.
• Supports day-to-day team activities, stepping in during absences or seasonal needs with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Salesforce

Microsoft Word

Excel

PowerPoint

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management team seeks a dedicated professional to deliver superior client service to Financial Advisors and their clients. The role focuses on addressing service needs, educating clients on the bank’s offerings, and maintaining strong, trusted relationships.

Ideal candidates will be client-focused, adaptable to new tech platforms, and capable of thriving in a fast-paced environment while upholding the bank’s policies and risk standards.