Wealth Management Client Services & Operations Specialist

Bank of America Corporation; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America Corporation, through Merrill Wealth Management, seeks a client-focused operations and relationship-support role within its wealth management team. The position emphasizes quality client service, data-driven issue resolution, and collaborative support for financial advisors and client associates.

The role requires office presence with expected 37.5 hours per week, and involves supporting a team that may include residential mortgage loan related activities under SAFE Act

Qualifications

• High School Diploma or GED required.
• Experience in client service and operations support preferred.
• Familiarity with Salesforce or similar CRM is a plus.

Responsibilities

• Provide quality client service and operations support by resolving client issues and analyzing data to address risk issues and trends.
• Escalate complex inquiries and problems related to client concerns and ensure timely resolution.
• Document client interactions and provide time-sensitive updates to the team.

Skills

Account Management

Customer Service

Relationship Building

Administrative Services

Data Analysis

Sales Support

Education

High School Diploma / GED

Job description

Bank of America Corporation, through Merrill Wealth Management, seeks a client-focused operations and relationship-support role within its wealth management team. The position emphasizes quality client service, data-driven issue resolution, and collaborative support for financial advisors and client associates.

The role requires office presence with expected 37.5 hours per week, and involves supporting a team that may include residential mortgage loan related activities under SAFE Act