Wealth Management Client Associate- Houston Market

Bank of America Merrill Lynch

Houston, Texas, United States
Not specified; not specified; not specified
Onsite
Strong client-centric mindset
Excellent verbal and written communication
Proficiency with microsoft office applications
This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division

Job Summary

  • This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division.
  • The position requires acting as the primary point of contact to address all client service needs while ensuring operational excellence.
  • Merrill is committed to an in-office culture that values diversity, transparency, and a client-first approach.

Matching Summary

This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Strong client-centric mindset
  • Excellent verbal and written communication
  • Proficiency with Microsoft Office applications

Nice-to-have

  • Experience in fast-paced environments
  • Commitment to continuous learning
  • Sound judgment handling sensitive data

Key Requirements

  • High School Diploma or GED equivalent
  • FINRA Series 7 or SIE certification preferred
  • In-office attendance required per policy

Work Rights

Not specified

Tailored Resume

Cover Letter