Wealth Management Client Concierge

Bank of America; United States; On-site; USD 52,000 - 75,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors, delivering tailored banking and investment solutions to clients.

You will educate clients on offerings, ensure accuracy of materials, comply with policies, and protect client relationships while collaborating with the FA team.

This role emphasizes responsiveness, attention to detail, and ability to work in a fast-paced, client-centric environment.

Qualifications

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

Responsibilities

• Provides excellent Client Service to the bank's clients and educates them on offerings.
• Ensures timeliness, accuracy, and completeness in client materials; follows up on requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies, deepens and maintains client relationships while promoting banking solutions.

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 / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors, delivering tailored banking and investment solutions to clients.

You will educate clients on offerings, ensure accuracy of materials, comply with policies, and protect client relationships while collaborating with the FA team.

This role emphasizes responsiveness, attention to detail, and ability to work in a fast-paced, client-centric environment.