Wealth Management Client Relations Lead

Bank of America

San Antonio (TX)

On-site

USD 60,000 - 90,000

Full time

7 days ago

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Job summary

Bank of America’s Merrill Wealth Management division is seeking an associate to support Financial Advisors and grow client relationships through tailored service and strategy discussions. You will handle client inquiries, coordinate meetings, and help manage the client service model to drive growth.

The role requires Series 7/63/65/66 or equivalent, SAFE Act registration, and ADV-2B preferred. Strong communication and organizational skills are essential for success in a collaborative,

Qualifications

Series 7, 63/65 or 66 or equivalent required; must obtain state registrations.
SAFE Act registration and background checks are required.
ADV-2B designation preferred.
Strong communication, collaboration, and organizational skills.

Responsibilities

Support Financial Advisor teams, manage client relationships and service models.
Attend client meetings and assist with investment strategy discussions.
Help with onboarding, escalations, and client book segmentation strategies.
Coordinate with specialists/partners to address client needs and ensure satisfaction.

Skills

Account Management

Business Acumen

Client Management

Client Solutions

Advisory Portfolio Management

Referral Identification

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

The role requires Series 7/63/65/66 or equivalent, SAFE Act registration, and ADV-2B preferred. Strong communication and organizational skills are essential for success in a collaborative,

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