Wealth Management Client Associate - San Antonio Market- Bilingual Spanish Preferred

Bank of America Merrill Lynch

San Antonio, Texas, United States
Not specified; not specified; not specified
Onsite
High school diploma or equivalent
Strong client-centric mindset
Proficiency in microsoft office suite
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 for clients while ensuring operational excellence and risk management compliance.
  • Candidates must demonstrate a strong work ethic, adaptability to new technology, and the ability to thrive in an in-office culture.

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

  • High School Diploma or equivalent
  • Strong client-centric mindset
  • Proficiency in Microsoft Office suite

Nice-to-have

  • Bilingual Spanish language skills
  • FINRA Series 7 or 66 certification
  • Experience with Salesforce platform

Key Requirements

  • High School Diploma / GED
  • FINRA SIE, Series 7, or Series 66 (preferred)
  • In-office attendance required

Work Rights

Not specified

Tailored Resume

Cover Letter