Wealth Management Client Associate - Resident Director’s Assistant

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 Financial Advisors and Wealth Management Client Associates help clients pursue their goals through personal advisory relationships, investment insights, and access to Bank of America banking services. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs.

This position combines the duties of a Resident Director’s Client Associate and an Administrative Assistant. The Client Associate is a sales-support role that typically provides operational and sales support to multiple Financial Advisors. The role may also support office initiatives and the businesses of particular Financial Advisors. For established clients, the Client Associate often serves as their most frequent point of contact with Merrill Lynch.

Requirements

• High school diploma, GED, secondary school education, or equivalent.

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.
• Provide administrative and sales support to Financial Advisors and support office initiatives as needed.

What This Job Offers

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