Wealth Management Client Concierge

Bank of America; Indianapolis (IN); On-site; USD 55,000 - 70,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks a client service professional to support multiple Financial Advisors. You will help address client needs, educate clients on bank services, and coordinate with advisors to deliver personalized solutions.

This role emphasizes accuracy, risk awareness, and a client-first mindset, with opportunities to develop product knowledge, technology fluency, and collaboration in a fast-paced banking environment.

Qualifications

• Excellent client service mindset and ability to educate clients on bank offerings.
• Strong written and verbal communication with attention to detail.
• Willingness to learn and adapt to new technology platforms.

Responsibilities

• Provides excellent Client Service to clients and educates them on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports adherence to bank policies to protect clients and manage risk.
• Identifies, deepens, and maintains client relationships while communicating outputs to Financial Advisors.
• Supports day-to-day team activities and covers roles during absences or seasonal needs.

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

Job description

Merrill Wealth Management, part of Bank of America, seeks a client service professional to support multiple Financial Advisors. You will help address client needs, educate clients on bank services, and coordinate with advisors to deliver personalized solutions.

This role emphasizes accuracy, risk awareness, and a client-first mindset, with opportunities to develop product knowledge, technology fluency, and collaboration in a fast-paced banking environment.