Wealth Management Client Associate- The Woodlands, Tx
Bank of America (GHR)
The Woodlands, Texas, US
On-site
Client service support
Enterprise strategic objectives
Operational excellence goals
Bank of America is seeking a Wealth Management Client Associate for their office in The Woodlands, Texas. The role focuses on client service support for Financial Advisors, requiring a strong client-centric approach and the ability to adapt to various banking offerings
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
Match Score: 85
Bank of America is seeking a Wealth Management Client Associate for their office in The Woodlands, Texas. The role focuses on client service support for Financial Advisors, requiring a strong client-centric approach and the ability to adapt to various banking offerings.
Skills & Requirements
Must-have
client service support
enterprise strategic objectives
operational excellence goals
client advocacy
client relationship management
Nice-to-have
continuous learning and professional growth
sound judgment and discretion
culture driven, resilient, results focused
Key Requirements
High School Diploma / GED / Secondary School or equivalent
FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66
Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce