Wealth Management Client Services & Ops Specialist

Bank of America; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client-focused professional to support a team of Financial Advisors and Wealth Management Client Associates in delivering quality service and advisory support. You will handle client inquiries, assist with wealth planning, and ensure timely, accurate documentation in Salesforce.

The role may involve residential mortgage loan activities and SAFE Act compliance.

Qualifications

• Strong client-service and operations support experience.
• Ability to analyze data to identify risk and trends.
• Knowledge of wealth-management processes and client lifecycle.

Responsibilities

• Provides quality client service and operational support by resolving client issues and analyzing data to address risk.
• Escalates issues and resolves complex inquiries and client concerns.
• Documents client interactions and provides time-sensitive updates to the team.
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure high service levels.
• Provides advice and assists with training for team members.

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

Bank of America Merrill Wealth Management is seeking a client-focused professional to support a team of Financial Advisors and Wealth Management Client Associates in delivering quality service and advisory support. You will handle client inquiries, assist with wealth planning, and ensure timely, accurate documentation in Salesforce.

The role may involve residential mortgage loan activities and SAFE Act compliance.