Wealth Management Client Associate - Mckinney, Tx

Bank of America (GHR)

McKinney, Texas, United States
Not specified; not specified; not specified
Onsite
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with microsoft office applications
Bank of America is seeking a Wealth Management Client Associate in McKinney, Texas, to provide client service support to Financial Advisors. The role involves educating clients about banking offerings, ensuring operational alignment, and fostering client relationships in a fast-paced environment

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 for clients to address all 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

Match Score: 85

Bank of America is seeking a Wealth Management Client Associate in McKinney, Texas, to provide client service support to Financial Advisors. The role involves educating clients about banking offerings, ensuring operational alignment, and fostering client relationships in a fast-paced environment.

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 environments
  • Commitment to continuous professional growth
  • Sound judgment handling sensitive information

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 certification desired
  • Must be willing to work onsite in McKinney, TX

Work Rights

Not specified

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