Wealth Management Client Associate — Elevate Client Experience

Bank of America; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a Client Service Associate to support multiple Financial Advisors with client advocacy and enterprise objectives. This in-office role focuses on delivering personalized service, facilitating proactive client communications, and upholding risk and compliance standards.

You will collaborate with advisory teams to tailor solutions, ensuring timely responses and accurate materials while nurturing strong client relationships in a fast-paced

Qualifications

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

Responsibilities

• Provide excellent client service by educating clients on banking offerings.
• Ensure timely, accurate client materials and follow up on requests.
• Align practices with bank policies to support operational excellence and risk management.
• Deepen client relationships by promoting bank offerings and integrating banking into daily activities.
• Support day-to-day team activities, stepping in during absences while maintaining a client-first mindset.

Skills

Account Management

Client Management

Customer 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

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management division seeks a Client Service Associate to support multiple Financial Advisors with client advocacy and enterprise objectives. This in-office role focuses on delivering personalized service, facilitating proactive client communications, and upholding risk and compliance standards.

You will collaborate with advisory teams to tailor solutions, ensuring timely responses and accurate materials while nurturing strong client relationships in a fast-paced