Wealth Management Client Services Associate

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Flower Mound (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Merrill Wealth Management, a leading wealth advisory group within Bank of America, seeks a client service-focused professional to support Financial Advisors and clients. The role emphasizes accurate service delivery, policy adherence, and relationship-building across financial products.

You will contribute to operational excellence while learning platforms and leveraging tools like Salesforce to enhance client outcomes. The position may require onsite work in a dynamic, fast-paced environment.

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• Knowledge of investment products and services.
• Self-starter with strong work ethic and results focus.
• Client-centric mindset, acts in client best interest.
• Able to learn and adapt to new information and platforms.

Responsibilities

• Provide client service support to multiple Financial Advisors (FAs).
• Address service needs of clients and FA requests with timeliness and accuracy.
• Ensure alignment with bank policies to support risk management.
• Deepen client relationships and promote bank offerings in day-to-day activities.
• Support team operations and cover roles during absences or peak times.

Skills

FINRA licenses knowledge

Investment products knowledge

Client-centric mindset

Learning agility

Technology proficiency

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Merrill Wealth Management, a leading wealth advisory group within Bank of America, seeks a client service-focused professional to support Financial Advisors and clients. The role emphasizes accurate service delivery, policy adherence, and relationship-building across financial products.

You will contribute to operational excellence while learning platforms and leveraging tools like Salesforce to enhance client outcomes. The position may require onsite work in a dynamic, fast-paced environment.