Wealth Management Client Associate - Houston Market

Bank of America (GHR)

Houston, Texas, United States
Not specified; not specified; not specified
Onsite
Client-centric mindset with focus on results
Strong work ethic and self-starter attitude
Ability to adapt to new technology platforms
This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management

Job Summary

  • This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management.
  • The position requires acting as the primary point of contact to address all client service needs and promote banking offerings.
  • Merrill Wealth Management values diversity and empowers employees to bring their whole selves to work within a culture-driven team.

Matching Summary

This role provides 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

  • Client-centric mindset with focus on results
  • Strong work ethic and self-starter attitude
  • Ability to adapt to new technology platforms

Nice-to-have

  • Experience in fast-paced evolving 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 desired
  • Proficiency with Microsoft Office and Salesforce required

Work Rights

Not specified

Tailored Resume

Cover Letter