Wealth Management Client Services Specialist

Bank of America; Bainbridge Island (WA); On-site; USD 52,000 - 72,000; Full time

Job summary

Bank of America, Merrill Wealth Management, seeks a client service professional to support multiple Financial Advisors. You will educate clients on a range of banking and investment offerings and help maintain accurate client materials.

The role emphasizes timely service, risk-aware practices, and collaboration within a fast-paced advisory team. The ideal candidate shows strong communication skills, adaptability to new platforms, and a client-centric mindset, with a focus on delivering excellent

Qualifications

• High school diploma or equivalent required.
• Strong client-service orientation and accountability.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients through education on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials; responds to FA requests.
• Ensures alignment with bank policies to support risk management.
• Deepens client relationships by highlighting bank offerings and integrating banking with client needs.
• Supports team activities and covers roles during absences or peak periods.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America, Merrill Wealth Management, seeks a client service professional to support multiple Financial Advisors. You will educate clients on a range of banking and investment offerings and help maintain accurate client materials.

The role emphasizes timely service, risk-aware practices, and collaboration within a fast-paced advisory team. The ideal candidate shows strong communication skills, adaptability to new platforms, and a client-centric mindset, with a focus on delivering excellent