Wealth Management Client Concierge

Bank of America; Dallas (TX); On-site; USD 45,000 - 70,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, is seeking a client service professional to support multiple Financial Advisors and their clients, delivering proactive service, customized banking solutions, and a high-touch client experience.

You will help educate clients on services, follow policies, and strengthen relationships while thriving in a fast-paced, collaborative in‑office environment that values growth and integrity.

Qualifications

• High School Diploma or GED required.
• Experience delivering exceptional client service.
• Ability to learn and adapt to technology platforms.

Responsibilities

• Provides excellent client service to the bank's clients and educates them on offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships while communicating outputs to Financial Advisors.
• Assists with day-to-day team activities and coverage during absences.

Skills

Account Management

Client Management

Customer 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

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Merrill Wealth Management, part of Bank of America, is seeking a client service professional to support multiple Financial Advisors and their clients, delivering proactive service, customized banking solutions, and a high-touch client experience.

You will help educate clients on services, follow policies, and strengthen relationships while thriving in a fast-paced, collaborative in‑office environment that values growth and integrity.