Private Wealth Client Associate

Bank of America • Houston, TX

4d

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. Its goals-based approach includes planning for retirement, education, legacy, and other life goals. Financial Advisors and Wealth Management Client Associates support clients through a personal advisory-team relationship, drawing on Merrill investment insights and the banking convenience of Bank of America. Merrill describes its culture as in-office and collaborative, with role-specific flexibility based on responsibilities and business needs.

The Private Wealth Client Associate provides client-service support to potentially multiple Financial Advisors. The role supports enterprise strategic objectives, operational excellence, and client advocacy within the Financial Advisor’s business, tailoring solutions to specific needs. The associate serves as a frequent point of contact for clients’ service needs and supports day-to-day team activities, including covering roles during absences or seasonal increases in need.

The position requires a high school diploma, GED, secondary school credential, or equivalent. The stated schedule is 1st shift, 37.5 hours per week. Internal employees currently working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy.

Requirements

• High school diploma, GED, secondary school credential, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Client-centric mindset and commitment to acting in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.

Nice To Haves

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and 65 are accepted in lieu of Series 66.
• Industry knowledge and understanding of investment products.
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfort operating in a fast-paced environment with changing and evolving responsibilities.
• Attention to detail.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.
• Skills listed: account management, client management, customer and client focus, issue management, oral communications, business development, client solutions, advisory pipeline management, prioritization, administrative services, emotional intelligence, referral identification, and written communications.

Responsibilities

• Provide excellent client service by educating clients about the bank’s service and banking offerings.
• Ensure client materials are timely, accurate, and complete, and follow up on client and Financial Advisor requests.
• Help ensure practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting the incorporation of banking into day-to-day practices; communicate outputs to the Financial Advisor.
• Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in need, while maintaining a client-first mindset.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED