Wealth Management Client Operations Specialist

Bank of America Corporation; Texas; On-site; USD 60,000 - 90,000; Full time

Job summary

Merrill Wealth Management within Bank of America Corporation is seeking a role focused on providing quality client service and operations support. The position supports Financial Advisors and Client Associates across wealth planning, investment management, and relationship management with emphasis on risk analysis and client experience.

Responsibilities include documenting client interactions, updating Salesforce, and contributing to team training.

Qualifications

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends.
• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns.
• Documents client interactions and provides team members with time sensitive updates.
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service.

Responsibilities

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends.
• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns.
• Documents client interactions and provides team members with time sensitive updates.
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service.

Skills

Account Management

Business Acumen

Customer Service Management

Client Management

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Process Simplification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management within Bank of America Corporation is seeking a role focused on providing quality client service and operations support. The position supports Financial Advisors and Client Associates across wealth planning, investment management, and relationship management with emphasis on risk analysis and client experience.

Responsibilities include documenting client interactions, updating Salesforce, and contributing to team training.