[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) Bank of America · Houston # Wealth Management Client Associate - Resident Director’s Assistant Houston Full-time Director Administrative Listed on Bank of America’s official careers site. Posted October 21, 2026. Check that it is still open and apply there. [Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Houston/Wealth-Management-Client-Associate---Resident-Director-s-Assistant_26038507) [OpenNash Jobs](https://jobs.opennash.com/) / [Bank of America](https://jobs.opennash.com/companies/bank-of-america/) / Wealth Management Client Associate - Resident Director’s Assistant ## 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. A dual role as a Resident Director's Client Associate (CA) and an Administrative Assistant. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). ### 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 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 ### Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. ### Shift 1st shift (United States of America) ### Hours Per Week 37.5 ## At a glance - Posted by the employer: Oct 21, 2026 - First seen by OpenNash: Oct 25, 2026 - Last checked: Nov 1, 2026 - Listed for: 11 days - Location: Houston - Employment type: Full-time[Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Houston/Wealth-Management-Client-Associate---Resident-Director-s-Assistant_26038507) ## Hiring at Bank of America - Open jobs: 1,929 - New in the last 7 days: After two weekly collections - Tracked since: Jul 10, 2026 [All Bank of America jobs](https://jobs.opennash.com/companies/bank-of-america/) · [Weekly hiring report](/reports/hiring/) ## More jobs at Bank of America ### [Business Banking Relationship Manager - Central Houston Market](https://jobs.opennash.com/companies/bank-of-america/jobs/7e2f582e961cf280074f/) Houston ### [Business Banking Relationship Manager - South Houston Market](https://jobs.opennash.com/companies/bank-of-america/jobs/32de47e0feb1d5e32957/) Houston ### [Business Banking Senior Relationship Manager - Central Houston Market](https://jobs.opennash.com/companies/bank-of-america/jobs/57f63158d6d877a83245/) Houston ### [Business Banking Senior Relationship Manager - South Houston Market](https://jobs.opennash.com/companies/bank-of-america/jobs/7cbe82b4c007c6619208/) Houston ### [Credit Advisor - Global Wealth & Investment Management](https://jobs.opennash.com/companies/bank-of-america/jobs/11d688965ba093922b91/) Houston ## Similar jobs at other companies ### [Private Wealth Management, Wealth Management Professional, Analyst, Paris](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/1befa8411f7cefd0b54f/) Goldman Sachs Group · Paris, France ### [Client Service Officer - Wealth Management M/F](https://jobs.opennash.com/companies/credit-agricole/jobs/3b9568456ccccb5be59e/) Credit Agricole · Singapore ### [Manager - Wealth Management](https://jobs.opennash.com/companies/bajaj-finserv/jobs/99725ec3c27d35e4442d/) Bajaj Finserv · Ahmedabad ### [Wealth Management Credit Risk Management Governance Lead -Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/fa1d19244b2b67028228/) JPMorganChase · LONDON, United Kingdom ### [Asia Wealth Management, Management Client Service Manager, Trading Execution, Director, Singapore](https://jobs.opennash.com/companies/morgan-stanley/jobs/4c1c184d25bab9b3413e/) Morgan Stanley · Singapore OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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