Wealth Management Client Concierge

Bank of America; Upper Makefield Township (PA); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a dedicated client service professional to support Financial Advisors and Wealth Management Client Associates in delivering high-caliber service to clients. You will educate clients on the bank's services, ensure timely client materials, manage risk, and deepen relationships while maintaining a client-first mindset.

This on-site role in the United States (PA Upper Makefield) offers a collaborative environment, opportunities for growth, and

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Able to learn and adapt to new information and technology platforms.
• Experience delivering excellent client experiences.
• Willingness to work onsite in PA.

Responsibilities

• Provides outstanding client service and educates clients on bank services.
• Ensures timely, accurate client materials and follow-ups.
• Supports policy alignment to protect clients and manage risk.
• Deepens client relationships and supports FA needs.
• Assists with day-to-day team activities and coverage during absences.

Skills

Account Management

Client Management

Customer Focus

Issue Resolution

Oral Communications

Written Communications

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a dedicated client service professional to support Financial Advisors and Wealth Management Client Associates in delivering high-caliber service to clients. You will educate clients on the bank's services, ensure timely client materials, manage risk, and deepen relationships while maintaining a client-first mindset.

This on-site role in the United States (PA Upper Makefield) offers a collaborative environment, opportunities for growth, and