Wealth Management Client Concierge

Bank of America; Fort Snelling Unorganized Territory (MN); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a Client Service Associate to support Financial Advisors, deliver exceptional client service, and coordinate banking and investment solutions for a diverse client base.

The role emphasizes a client-centric mindset, adaptability to new platforms, and collaboration with FA teams in a fast-paced, in-office culture.

Strong MS Word/Excel/PowerPoint and Salesforce skills are preferred; familiarity with wealth products is a plus.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.
• High School Diploma / GED / Secondary School or equivalent.

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 Financial Advisor (FA) requests
• Supports practices aligned with the bank's policies to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Issue Management

Business Development

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management division seeks a Client Service Associate to support Financial Advisors, deliver exceptional client service, and coordinate banking and investment solutions for a diverse client base.

The role emphasizes a client-centric mindset, adaptability to new platforms, and collaboration with FA teams in a fast-paced, in-office culture.

Strong MS Word/Excel/PowerPoint and Salesforce skills are preferred; familiarity with wealth products is a plus.