Wealth Management Client Concierge

Bank of America; Highland Park (NJ); On-site; USD 67,158,000 - 118,198,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a client-focused role to serve multiple Financial Advisors, delivering tailored banking and investment services. You will educate clients, ensure timely materials, and uphold risk controls while expanding trusted relationships within the FA’s team.

Ideal candidates have strong communication, a passion for financial products, and the ability to thrive in a fast-paced environment with evolving responsibilities.

Qualifications

• Enthusiastic self-starter with 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.

Responsibilities

• Provides excellent client service to the bank’s clients, educating on offerings.
• Ensures timeliness and accuracy in client materials and follow-ups.
• Supports operational excellence and risk management per bank policies.
• Identifies and deepens client relationships, communicating outputs to the FA.
• Supports day-to-day team activities 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

Microsoft Word

Excel

PowerPoint

Salesforce

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team seeks a client-focused role to serve multiple Financial Advisors, delivering tailored banking and investment services. You will educate clients, ensure timely materials, and uphold risk controls while expanding trusted relationships within the FA’s team.

Ideal candidates have strong communication, a passion for financial products, and the ability to thrive in a fast-paced environment with evolving responsibilities.