Merrill Lynch · 3 hours ago
Client Associate
The Woodlands, TX
Full-time
Onsite
New Grad, Entry LevelMerrill Lynch is a globally renowned wealth management business specializing in comprehensive financial solutions. The Client Associate role involves assisting financial advisors by providing high-quality client service, building client relationships, and delivering administrative support.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Assisting financial advisors by providing high-quality client service
Building and maintaining strong client relationships
Delivering administrative support in a fast-paced environment
Handling client inquiries
Managing account documentation
Coordinating client communications
Supporting financial advisors with sales and account management activities
Ensuring operational excellence and an exceptional client experience
Qualification
Required
Strong Client Services and Communication skills to effectively interact with clients and address their needs and inquiries
Analytical Skills to assess financial data, ensure accuracy, and support financial advisors in decision-making
Knowledge of Finance and Sales principles to assist in account management and support client-focused strategies
Strong attention to detail, organizational skills, and the ability to multitask in a dynamic environment are critical
Bachelor's degree in Finance, Business, or a related field and prior experience in financial services or client-facing roles is a plus
Preferred
Proficiency with relevant software and tools used in financial services is preferred
Company
Merrill Lynch
Merrill Lynch provides brokerage and investment advisory services for individuals and institutions.
Founded in 1914
10001+ employees
H1B Sponsorship
Merrill Lynch has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (48)
2024 (39)
2023 (82)
2022 (71)
2021 (76)
2020 (130)
Funding
Current Stage
Late StageTotal Funding
unknown2009-01-01Acquired
Leadership Team
Scott Dozier
Wealth Management Advisor, Senior Vice President
Bryan Dunst
Managing Director
Recent News
2026-01-09
The Real Deal
2026-01-03
2025-11-07
Company data provided by crunchbase