Wealth Management Client Associate - San Antonio Market

Bank of America Merrill Lynch

San Antonio, Texas, United States
Onsite
Client-centric mindset with strong work ethic
Excellent verbal and written communication skills
Proficiency in microsoft office and salesforce
This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management

Job Summary

  • This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management.
  • The position requires acting as the primary point of contact for clients to address all service needs and educate them on banking offerings.
  • Merrill Wealth Management fosters a culture driven by diversity, transparency, and a commitment to helping clients pursue their life goals.

Matching Summary

This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management.

Skills & Requirements

Must-have

  • Client-centric mindset with strong work ethic
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office and Salesforce

Nice-to-have

  • Experience in fast-paced financial environments
  • Understanding of investment products and services
  • Commitment to continuous professional growth

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 certification desired
  • Sound judgment when handling sensitive client information

Work Rights

Not specified

Tailored Resume

Cover Letter