Wealth Management Client Concierge

Bank of America; United States; In loco; USD 52.000 - 70.000; Tempo pieno

Descrizione del lavoro

Bank of America Merrill Wealth Management seeks a dedicated client service professional to support multiple Financial Advisors, delivering exemplary service and tailored banking solutions. You will educate clients, ensure accuracy in materials, and help manage risk while growing client relationships.

The role emphasizes collaboration, in-office expectations, and ongoing professional development in a fast-paced environment.

Competenze

• Enthusiastic, self-starter with a strong work ethic and results focus.
• Client-centric mindset, acts in clients' best interests.
• Ability to learn and adapt to new information and technology platforms.

Mansioni

• Provides excellent client service through educating clients on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with policies to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships while communicating outputs to the FA.
• Supports day-to-day team activities, covering roles in absence or seasonal peaks with a client-first mindset.

Conoscenze

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

Formazione

High School Diploma / GED / Secondary School or equivalent

Strumenti

Microsoft Word

Excel

PowerPoint

Salesforce

Descrizione del lavoro

Bank of America Merrill Wealth Management seeks a dedicated client service professional to support multiple Financial Advisors, delivering exemplary service and tailored banking solutions. You will educate clients, ensure accuracy in materials, and help manage risk while growing client relationships.

The role emphasizes collaboration, in-office expectations, and ongoing professional development in a fast-paced environment.