Wealth Management Client Services Pro

Bank of America Corporation; Lufkin (TX); Presencial; USD 52.000 - 76.000; Jornada completa

Descripción de la vacante

Bank of America Merrill Wealth Management is seeking a client service support role to assist Financial Advisors and their clients with a wide range of banking and investment services. The position focuses on delivering exceptional service, accuracy in materials, and proactive client advocacy within Merrill’s team.

The role requires FINRA SIE, Series 7, and Series 66 (or equivalents), strong product knowledge, and a client-centric mindset.

Formación

• Has strong client focus and service orientation.
• Demonstrates experience supporting financial advisory teams.
• Shows knowledge of investment products and banking offerings.
• Proficient with Microsoft Office and Salesforce.

Responsabilidades

• 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

Conocimientos

Client Relationship Management

Financial Advisory Support

Communication Skills

Regulatory & Compliance Awareness

Salesforce Proficiency

Microsoft Office

Educación

High School Diploma / GED

Herramientas

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Descripción del empleo

Bank of America Merrill Wealth Management is seeking a client service support role to assist Financial Advisors and their clients with a wide range of banking and investment services. The position focuses on delivering exceptional service, accuracy in materials, and proactive client advocacy within Merrill’s team.

The role requires FINRA SIE, Series 7, and Series 66 (or equivalents), strong product knowledge, and a client-centric mindset.