Wealth Management Client Services Lead

Bank of America; Fort Smith; On-site; CAD 45,000 - 65,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a client service professional to support Financial Advisors in delivering tailored wealth management services. You will act as a primary contact for clients, educating them on banking offerings and coordinating with advisors to meet client needs.

You will help maintain client materials, ensure compliance with policies, and strengthen client relationships in a fast-paced, collaborative office environment.

Qualifications

• Self-starting attitude with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client's best interest.
• Ability to learn and adapt to new information and technology platforms.
• FINRA SIE, Series 7 and/or Series 66 or equivalents preferred.
• Knowledge of investment products and client advisory processes.
• Experience working with clients to deliver complex solutions and great service.
• Comfort in a fast-paced environment with evolving responsibilities.
• Strong judgment and discretion when handling sensitive information.
• Proficient with Microsoft Office and Salesforce; strong communication skills.

Responsibilities

• Provides excellent client service to clients by educating them on bank services.
• Ensures timely, accurate, and complete client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting banking offerings through the FA.
• Supports day-to-day team activities and covers roles during absences or seasonal needs.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management team seeks a client service professional to support Financial Advisors in delivering tailored wealth management services. You will act as a primary contact for clients, educating them on banking offerings and coordinating with advisors to meet client needs.

You will help maintain client materials, ensure compliance with policies, and strengthen client relationships in a fast-paced, collaborative office environment.