Wealth Management Client Concierge

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

Job summary

Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors in our Lancaster, CA office. You will help deliver exceptional client service, coordinate client needs, and uphold standards of accuracy and compliance.

You will work closely with FAs to deepen client relationships, educate clients on banking offerings, and ensure timely, precise client materials. Strong communication and a client-first mindset are essential for success.

Qualifications

• Strong client-centric mindset and commitment to service quality
• Ability to learn and adapt to new technology platforms
• Excellent written and verbal communication skills
• Attention to detail and organizational skills
• Comfort in a fast-paced environment with evolving responsibilities
• Professional demeanor and discretion with sensitive information

Responsibilities

• Provide exceptional client service to clients and Financial Advisors (FAs) educating them on bank services
• Ensure timeliness and accuracy of client materials and fulfill FA requests
• Align practices with bank policies to support risk management and operational excellence
• Identify opportunities to deepen client relationships and promote banking solutions
• Support day-to-day team activities and coverage during absences or peak periods

Job description

Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors in our Lancaster, CA office. You will help deliver exceptional client service, coordinate client needs, and uphold standards of accuracy and compliance.

You will work closely with FAs to deepen client relationships, educate clients on banking offerings, and ensure timely, precise client materials. Strong communication and a client-first mindset are essential for success.