Wealth Management Client Concierge

Bank of America; Macon (GA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a client service professional to support multiple Financial Advisors by addressing client needs and advocating for enterprise objectives. You will help deliver personalized solutions, maintain strong relationships, and ensure service excellence within a collaborative team.

The role emphasizes proactive client engagement, adherence to policies, and a client-first approach in a fast-paced environment.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset, acts in the best interest of the client.
• Able to learn and adapt to new information and technology platforms.
• Pursuing or holding FINRA SIE, Series 7 and/or Series 66.
• Experience with investment products and client-facing roles.

Responsibilities

• Provides excellent client service to Merrill clients through education on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Assists with alignment to bank policies to support operational excellence and manage risk.
• Identifies and deepens client relationships by promoting banking offerings.
• Supports day-to-day team activities and covers roles during absence with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Written Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management division seeks a client service professional to support multiple Financial Advisors by addressing client needs and advocating for enterprise objectives. You will help deliver personalized solutions, maintain strong relationships, and ensure service excellence within a collaborative team.

The role emphasizes proactive client engagement, adherence to policies, and a client-first approach in a fast-paced environment.