Wealth Management Client Advisor & Ops Support

Bank of America; Northbrook (IL); On-site; USD 52,000 - 94,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America, Merrill Wealth Management, is seeking a client service professional in Northbrook, IL to support Financial Advisors by delivering exceptional client service and educating clients on the bank's offerings. You will help maintain client materials, coordinate with advisors, and ensure alignment with policies to manage risk.

The role emphasizes a client-centric mindset, learning new platforms, and adapting to a fast-paced environment while supporting enterprise objectives and

Qualifications

• High School Diploma or equivalent required.
• FINRA SIE, Series 7, and Series 66 licenses are required or must be obtained within a specified timeframe if hired into a registered job code.
• Strong client-service orientation and results focus.
• Ability to learn and adapt to new information and technology platforms.
• Experience delivering complex solutions and excellent client experience.

Responsibilities

• Provide outstanding client service to bank clients and educate them on banking offerings.
• Ensure timeliness and accuracy of client materials and fulfill FA requests.
• Align practices with bank policies to support operational excellence and risk management.
• Identify and deepen client relationships through the bank's offerings.
• Cover team gaps and maintain a client-first mindset during absences or peak periods.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Team Collaboration

Time Management

Problem Solving

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America, Merrill Wealth Management, is seeking a client service professional in Northbrook, IL to support Financial Advisors by delivering exceptional client service and educating clients on the bank's offerings. You will help maintain client materials, coordinate with advisors, and ensure alignment with policies to manage risk.

The role emphasizes a client-centric mindset, learning new platforms, and adapting to a fast-paced environment while supporting enterprise objectives and