Wealth Management Client Associate

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-15

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms

• Fluent in Spanish language.
• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
• Possesses industry knowledge and an understanding of investment products
• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
• Is detail oriented
• Demonstrates a commitment to continuous learning and professional growth
• Exhibits sound judgment and discretion when handling sensitive information
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
• Demonstrates professional verbal and written communication skills

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

• Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Bank of America Jobs in Texas Jobs in San Antonio, TX San Antonio city guide Texas state guide Bexar County economy

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About the role

This is a Mid Level role in the Finance and Insurance field (Banking and wealth advisory) at Bank of America. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

How to prepare and behave

This is editorial guidance, not information from the employer.

• Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
• Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
• Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
• Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
• Be honest about gaps; say what you did to learn and how fast you can close them.
• Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
• When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
• Send a short thank-you message within a day, mentioning one thing you discussed.

Know your rights as a candidate and an employee:

• U.S. Equal Employment Opportunity Commission: prohibited employment practices
• U.S. Department of Labor: Wage and Hour Division
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• USA.gov: avoiding job scams

The city

The job is in San Antonio, TX. Below is what the official statistics say about living and working there.

How San Antonio compares. Among the 120 largest places in Texas, San Antonio is #2 by population, #98 for homeownership (#1 = highest), #85 for household income (#1 = highest), #39 for long commutes (#1 = fewest). Its county, Bexar County, is #44 of 254 counties for average pay ($65,875).

The place in numbers

San Antonio has 1,479,835 residents (ACS 2020–2024), about 4.9% of the population of Texas. It covers 499 square miles of land, which works out to roughly 2,966 people per square mile. The median age is 34.9, about the same as the state median (34.9 against 35.6).

Housing

The median gross rent is $1,324 a month (rent plus utilities), 6% below the state median ($1,324 against $1,403). Over a year that is 24.4% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $235,700, which is 3.6 times the median household income ($65,056); a ratio under 4 usually means ownership is within reach for many households. 52.2% of households own their home, 17% below the state average (52.2% against 62.6%).

Work and pay

The San Antonio-New Braunfels, TX metropolitan area has 1,126,880 jobs in the BLS wage survey, and the median pay across all occupations is $47,010 a year, 8% below the national median ($47,010 against $50,980). The biggest occupation groups are office and administrative support (144,930 jobs, median $45,100); food preparation and serving related (119,350 jobs, median $29,100); transportation and material moving (96,820 jobs, median $40,270). The area is most specialised in food preparation and serving related (1.2 times) and installation, maintenance, and repair (1.2 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($104,990) and computer and mathematical ($101,100). In 2026M09 the unemployment rate of Bexar County was 4.3%. 64.3% of residents aged 16 and over are in the labour force. The city lies in Bexar County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 68.3% drive alone, 2.0% use public transit, 1.9% walk, 13.5% work from home. 11.0% of workers commute 45 minutes or more, 35% below the state average (11.0% against 16.9%).

People and education

29.0% of adults aged 25 and over hold a bachelor's degree or higher, 14% below the state share (29.0% against 33.8%). 15.0% of residents were born outside the United States, 15% below the state share (15.0% against 17.6%). The poverty rate is 17.1%, 24% above the state rate (17.1% against 13.8%).

Climate

The warmest month is Aug, averaging 85°F (29.6°C), and the coolest is Jan at 50°F (10.1°C). About 779 mm (31 inches) of precipitation falls in a year; May is the wettest month (100 mm) and Feb the driest (36 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Timberwood Park (17 miles, rent 51% higher); Schertz (18 miles, rent 25% higher); Cibolo (20 miles, rent 60% higher); New Braunfels (30 miles, rent 25% higher). Rent differences are against San Antonio; use the Compare tab to put any two cities side by side.

Full guide to San Antonio →Texas guideAll jobs in San Antonio

Official links for San Antonio

• Official website of San Antonio: sa.gov
• Census Bureau data profile for San Antonio
• Official state website: texas.gov
• BLS Economy at a Glance: Texas

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of San Antonio, TX that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far San Antonio, TX is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Nearby cities with open jobs (within 120 miles)

The employer

Bank of America is the employer in this listing. See all its open jobs here →

Company description (from The Muse): Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

size: Large Size; industries: Financial Services; locations on The Muse: Charlotte, NC.

It is among the 200 largest US-headquartered employers in our list, with about 213,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Bank of America

• Official website of Bank of America: bankofamerica.com
• SEC EDGAR: company filings search
• Official state website: nc.gov

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

The employer's profile on The Muse →

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

Other open jobs at Bank of America

Similar jobs

Same sub-niche: Banking and wealth advisory

More jobs in San Antonio, TX

All Banking and wealth advisory jobs → · All Finance and Insurance sub-niches →

FAQ

What is the Wealth Management Client Associate job at Bank of America?

A mid level role in finance and insurance (banking and wealth advisory) listed 24 days ago. The full description is on this page and on The Muse.

Where is this job?

San Antonio, TX.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in San Antonio is $1,324 a month and median household income $65,056 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-15 (24 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in Texas.

Sources and terms

• Job data: The Muse public API (listing dated 2026-10-15). The job disappears from this site when it disappears from the source.
• Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
• City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

• BLS OEWS (wages and employment by occupation, May 2025)
• BLS Employment Projections 2025–35
• BLS Local Area Unemployment Statistics
• BLS JOLTS
• BLS State and Metro Area Employment
• Census Bureau American Community Survey (via Census Reporter)
• BEA GDP by state and Regional Price Parities
• IRS 2026 tax adjustments
• U.S. Department of Labor, minimum wage by state
• Tax Foundation state income tax rates 2026
• USAJOBS
• USCIS
• U.S. Department of State, visas
• NASA POWER climatology
• GeoNames / Census Gazetteer (coordinates)