Wealth Management Client Associate

Bank of America • Beaumont, TX

16d

About The Position

Merrill Wealth Management provides goals-based wealth management and investment products and services to individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates help clients pursue personal financial goals through relationships tailored to clients’ needs. Merrill combines investment insights with the banking convenience of Bank of America and supports an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors (FAs). The role supports enterprise strategic objectives, operational excellence, and client advocacy within the FA’s business, customizing solutions to meet specific needs. The associate is generally the most frequent Merrill point of contact for clients’ service needs. The position is listed as a first-shift role, with 37.5 hours per week.

Requirements

• High school diploma, GED, secondary school education, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and 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.
• Detail oriented.
• 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.
• 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

• Educate clients on the bank’s service and banking offerings while providing excellent client service.
• 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 encouraging the incorporation of banking into day-to-day practices; communicate outcomes 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