Wealth Management Client Relationship Lead

Bank of America

Atlanta (GA)

On-site

USD 60,000 - 85,000

Full time

5 days ago

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Job summary

Bank of America’s Merrill Wealth Management division seeks a client-focused professional to support the Financial Advisor team in strengthening existing client relationships and pursuing growth opportunities. The role involves handling non-administrative client requests, coordinating meetings, and contributing to the team’s client service model.

You will engage portfolio managers and product specialists to align investment strategy with client needs, while staying compliant with regulatory

Qualifications

Licensing requirements for FINRA Series 7 and 66 or Series 7/63/65 and related registrations.
SAFE Act Registration is required for residential mortgage loan related duties.
Maintain Form ADV -2B with client and regulatory disclosures.

Responsibilities

Identify and own the client onboarding process.
Document client interactions and provide time sensitive updates to the team.
Execute on the team service model and support client meetings.
Develop and monitor the client book segmentation strategy with leadership guidance.
Engage specialists to address client needs and coordinate sales/service activities.
Attend client reviews, capture notes in Salesforce, and track actions.
Monitor client satisfaction and manage escalations to resolution.