Wealth Management Client Success Associate

Bank of America Corporation; Houston (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management unit seeks a client service professional to assist multiple Financial Advisors, delivering exceptional service and tailored banking solutions. You will educate clients on offerings, coordinate materials, and uphold risk and policy standards.

The role emphasizes collaboration with advisory teams, reliability, and proactive client advocacy in a fast-paced environment in Houston, Texas, with standard 37.5-hour weeks.

Qualifications

• High school diploma or equivalent required; college degree helpful but not required.
• Strong customer service mindset and professional appearance.
• Experience with financial services products or client service preferred.

Responsibilities

• Provides excellent client service to clients by educating them on bank services and offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on FA requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships while promoting banking solutions to FAs.
• Supports day-to-day team activities and covers roles during absence or seasonal needs.

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 / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America Corporation’s Merrill Wealth Management unit seeks a client service professional to assist multiple Financial Advisors, delivering exceptional service and tailored banking solutions. You will educate clients on offerings, coordinate materials, and uphold risk and policy standards.

The role emphasizes collaboration with advisory teams, reliability, and proactive client advocacy in a fast-paced environment in Houston, Texas, with standard 37.5-hour weeks.