Wealth Management Client Associate- The Woodlands, Tx
Bank of America (GHR)
The Woodlands, TX, US
Not specified; not specified; not specified
Onsite
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with microsoft office applications
This role provides essential client service support to multiple Financial Advisors while ensuring operational excellence and risk management
Job Summary
This role provides essential 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, educating them on banking offerings, and deepening relationships through strategic advice.
Merrill Wealth Management fosters an inclusive culture that values diversity and empowers employees to bring their whole selves to work.
Matching Summary
This role provides essential client service support to multiple Financial Advisors while ensuring operational excellence and risk management.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with Microsoft Office applications
Nice-to-have
Experience in fast-paced financial environment
Sound judgment handling sensitive information
Commitment to continuous professional growth
Key Requirements
High School Diploma or GED required
FINRA SIE, Series 7, or Series 66 certification preferred
Must be willing to work onsite in The Woodlands, TX