Wealth Management Client Concierge

Bank of America; Newport Beach (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management in Newport Beach is seeking a client service professional to support multiple Financial Advisors. You will manage client inquiries, coordinate materials, and help deliver tailored wealth solutions while adhering to policies and risk controls.

The role emphasizes a client-first mindset, strong communication, and proficiency with Microsoft Office and Salesforce, with potential for growth within a collaborative in-office team culture.

Qualifications

• Must be a self-starter with strong work ethic and results focus.
• Client-centric mindset; act in client's best interest.
• Ability to learn and adapt to new information and platforms.

Responsibilities

• Provides excellent client service to bank clients and educates on offerings.
• Ensures timeliness, accuracy, and completeness in client materials; follows up on requests.
• Ensures alignment with bank policies and risk management.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Pipeline Management

Administrative Services

Emotional Intelligence

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management in Newport Beach is seeking a client service professional to support multiple Financial Advisors. You will manage client inquiries, coordinate materials, and help deliver tailored wealth solutions while adhering to policies and risk controls.

The role emphasizes a client-first mindset, strong communication, and proficiency with Microsoft Office and Salesforce, with potential for growth within a collaborative in-office team culture.