Wealth Management Client Services Associate

Bank of America; Houston (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America Merrill Wealth Management is hiring a client service professional to support Financial Advisors and their clients, delivering proactive service and tailored banking solutions. This role emphasizes collaboration, accuracy, and a client-first mindset, within an in-office culture.

The position focuses on service delivery, risk-aware processes, and cross-functional coordination with enterprise objectives, while maintaining strong communication with clients and advisors.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset; acts in clients' best interests.
• Ability to learn and adapt to new technology platforms.

Responsibilities

• Provides excellent client service to bank clients and educates them on services.
• Maintains timeliness and accuracy in client materials and FA requests.
• Ensures compliance with bank policies and risk management.
• Identifies and deepens client relationships, promoting banking solutions.
• Supports day-to-day team activities and covers roles as needed.

Skills

Account Management

Client Management

Customer Focus

Issue Resolution

Oral Communications

Written Communications

Sales Support

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management is hiring a client service professional to support Financial Advisors and their clients, delivering proactive service and tailored banking solutions. This role emphasizes collaboration, accuracy, and a client-first mindset, within an in-office culture.

The position focuses on service delivery, risk-aware processes, and cross-functional coordination with enterprise objectives, while maintaining strong communication with clients and advisors.