Wealth Management Client Concierge

Bank of America; San Francisco (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits eligible

Job summary

Bank of America Merrill Wealth Management in San Francisco is seeking a client-focused professional to educate clients on banking and wealth services. You will ensure accurate client materials, support risk management, and help deepen client relationships with Financial Advisors.

The role emphasizes a client-first mindset and collaboration within an in-office culture. Ideal candidates have strong communication skills, adaptability to new platforms, and a proactive approach to servicing

Qualifications

• High School Diploma or equivalent (GED) required.
• Experience with client service and banking products preferred.
• Ability to learn new technology platforms and tools.

Responsibilities

• Provides excellent client service by educating clients on bank services.
• Ensures timely, accurate client materials and follows up on requests.
• Aligns practices with bank policies to support risk management.
• Identifies and deepens client relationships while communicating outputs to FA.
• Supports day-to-day team activities and step in during absences.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management in San Francisco is seeking a client-focused professional to educate clients on banking and wealth services. You will ensure accurate client materials, support risk management, and help deepen client relationships with Financial Advisors.

The role emphasizes a client-first mindset and collaboration within an in-office culture. Ideal candidates have strong communication skills, adaptability to new platforms, and a proactive approach to servicing