Wealth Management Client Relationship Lead

Bank of America; Winter Park (FL); On-site; USD 48,000 - 72,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a dedicated Financial Advisor Support Specialist to bolster client relationships and assist the FA team with meetings, product knowledge, and service delivery.

In-office role in Florida with 40-hour weeks; familiarity with wealth management products, regulatory registrations, and client onboarding. Excellent communication and collaboration skills are essential for success in this team-driven environment.

Qualifications

• Series 7 and 66 licenses; must obtain all state registrations held by related advisors
• SAFE Act Registration and annual background checks
• At least one firm-approved designation
• Strong communication skills and collaborative mindset
• Knowledge of wealth management products and services

Responsibilities

• Serve as a key point of contact for clients on non-administrative requests
• Support relationship management activities and client meetings
• Develop and monitor the team's client service model
• Assist with onboarding and resolve client escalations
• Support relationship deepening through review meetings and coordination with specialists

Skills

Account Management

Client Management

Client Solutions Advisory

Portfolio Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Education

High School Diploma

Job description

Bank of America’s Merrill Wealth Management is seeking a dedicated Financial Advisor Support Specialist to bolster client relationships and assist the FA team with meetings, product knowledge, and service delivery.

In-office role in Florida with 40-hour weeks; familiarity with wealth management products, regulatory registrations, and client onboarding. Excellent communication and collaboration skills are essential for success in this team-driven environment.