Wealth Management Client Services Pro

Bank of America; Clayton (MO); On-site; USD 42,000 - 60,000; Full time

Job summary

Merrill Wealth Management, a leading wealth management unit of Bank of America, is seeking a client services professional to support Financial Advisors. You will be the primary contact for client service needs, educate clients on the bank's offerings, and help drive enterprise strategic goals with operational excellence.

In this role, you will protect clients, deepen relationships, and collaborate with teams in a fast-paced environment, contributing to a client-first culture and strong risk

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset, acts in client's best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Written Communications

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management, a leading wealth management unit of Bank of America, is seeking a client services professional to support Financial Advisors. You will be the primary contact for client service needs, educate clients on the bank's offerings, and help drive enterprise strategic goals with operational excellence.

In this role, you will protect clients, deepen relationships, and collaborate with teams in a fast-paced environment, contributing to a client-first culture and strong risk