Wealth Management Client Services Associate

Bank of America; Houston (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division is seeking a client services-focused professional to support Financial Advisors and their clients. You will help deliver tailored wealth management and banking solutions while maintaining a high standard of service and regulatory compliance.

You will act as the primary contact for client needs, coordinate with advisors, and ensure timely, accurate materials.

Qualifications

• High school diploma or GED; strong work ethic and results focus.
• Ability to learn new information and technology platforms.
• Customer-centric mindset and professional demeanor.

Responsibilities

• Provides excellent Client Service to clients through educating them on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials; follows up on requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies and maintains client relationships; promotes banking solutions to FAs.
• Supports day-to-day team activities and coverage during absences or peak times.

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

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management division is seeking a client services-focused professional to support Financial Advisors and their clients. You will help deliver tailored wealth management and banking solutions while maintaining a high standard of service and regulatory compliance.

You will act as the primary contact for client needs, coordinate with advisors, and ensure timely, accurate materials.