Wealth Management Client Concierge

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

Job summary

Merrill Wealth Management, part of Bank of America, is seeking a Financial Client Associate to provide client service support to multiple Financial Advisors. You will help achieve enterprise objectives, ensure operational excellence, and advocate for clients within the FA's business while tailoring solutions to each client’s needs.

The role emphasizes an in-office culture focused on collaboration, professional growth, and risk management, with a 37.5-hour workweek and a standard 1st shift in the

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Client-centric mindset, always act in the best interest of the client.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management, part of Bank of America, is seeking a Financial Client Associate to provide client service support to multiple Financial Advisors. You will help achieve enterprise objectives, ensure operational excellence, and advocate for clients within the FA's business while tailoring solutions to each client’s needs.

The role emphasizes an in-office culture focused on collaboration, professional growth, and risk management, with a 37.5-hour workweek and a standard 1st shift in the