Wealth Management Client Concierge

Bank of America; Omaha (NE); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a client service support professional to back multiple Financial Advisors. You will be the primary contact for client needs, help meet enterprise objectives, and ensure accurate client materials while promoting the bank’s offerings.

Ideal candidates will bring a proactive, client-centric approach, strong communication skills, and willingness to learn new platforms and processes in a fast-paced environment.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provide excellent client service to clients of the bank’s advisors.
• Ensure timeliness, accuracy, and completeness in client materials and requests.
• Align practices with bank policies to support operational excellence and risk management.
• Identify and deepen client relationships by promoting the bank’s offerings and integrating banking into daily work.
• Cover team roles during absences or peak periods with a client-first mindset.

Skills

Client Management

Account Management

Oral Communications

Written Communications

Time Management

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management seeks a client service support professional to back multiple Financial Advisors. You will be the primary contact for client needs, help meet enterprise objectives, and ensure accurate client materials while promoting the bank’s offerings.

Ideal candidates will bring a proactive, client-centric approach, strong communication skills, and willingness to learn new platforms and processes in a fast-paced environment.