Wealth Management Client Associate - San Antonio Market

Bank of America (GHR)

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

Job Summary

  • This role provides essential 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 service needs while ensuring operational excellence and risk management.
  • Merrill values diversity and empowers employees to bring their whole selves to work in a culture driven by transparency and results.

Matching Summary

This role provides essential 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 and Salesforce

Nice-to-have

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

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 certification desired
  • In-office attendance required per Workplace Excellence policy

Work Rights

Not specified

Tailored Resume

Cover Letter