Wealth Management Client Advisor & Support Specialist

Bank of America; Manchester (NH); On-site; USD 52,000 - 78,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional to support Financial Advisors and Wealth Management Client Associates, addressing service needs and tailoring solutions to client goals within a collaborative team.

The role emphasizes building trusted client relationships, ensuring accuracy in materials, and following bank policies while delivering high-quality service in a fast-paced environment.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset; act in best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

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 FA requests.
• Supports alignment with bank policies and procedures to uphold operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by promoting bank offerings and integrating banking into daily practices, while communicating outputs to the FA.
• Supports day-to-day team activities and coverage during absences or seasonal needs 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

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a client service professional to support Financial Advisors and Wealth Management Client Associates, addressing service needs and tailoring solutions to client goals within a collaborative team.

The role emphasizes building trusted client relationships, ensuring accuracy in materials, and following bank policies while delivering high-quality service in a fast-paced environment.