Wealth Management Client Associate - Resident Director’s Assistant

Bank of America • Houston, TX

3d • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. Its advisory teams help clients pursue financial and life goals through investment advice and guidance, with access to Merrill investment insights and 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 is a dual role as a Resident Director’s Client Associate and an Administrative Assistant. The position typically provides dedicated operational and sales support to multiple Financial Advisors and may also regularly support office initiatives. For established clients, the Client Associate often serves as their most frequent point of contact with Merrill Lynch. The role focuses on client service, timely and accurate client materials, operational excellence, relationship development, and supporting the team’s day-to-day needs.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Skills identified: 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 on 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 operational and sales support to multiple Financial Advisors and support office initiatives as needed.
• Serve as a frequent point of contact for established clients.

What This Job Offers

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