Wealth Management Client Services Specialist

Bank of America; Doylestown (Bucks County); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America is seeking a Wealth Management Client Services professional to provide service support to multiple Financial Advisors (FAs), educate clients on bank offerings, and help manage risk and client relationships. The role emphasizes client-first service and collaboration within a fast-paced wealth management environment.

The position requires a proactive, detail-oriented candidate with experience in client service, strong communication skills, and familiarity with Microsoft Office and

Qualifications

• Is enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms
• Currently holds or is pursuing FINRA SIE, Series 7, and/or Series 66 (63/65 accepted)
• Possesses industry knowledge and an understanding of investment products
• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
• Is comfortable operating in a fast-paced environment with changing responsibilities
• Is detail oriented
• Demonstrates a commitment to continuous learning and professional growth
• Exhibits sound judgment and discretion when handling sensitive information
• Strong computer application skills including Microsoft Word, Excel, PowerPoint, and Salesforce
• Demonstrates professional verbal and written communication skills

Responsibilities

• Provides excellent Client Service to the bank's clients by educating them on all banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests
• Assists in aligning practices with bank policies and procedures to support operational excellence, protect clients, and manage risk
• Identifies, deepens, and maintains client relationships by promoting bank offerings and integrating banking into day-to-day practices, while informing the FA
• Supports day-to-day team activities and needs including coverage during absences or seasonal peaks, with a client-first mindset

Skills

Account Management

Client Management

Customer and Client 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

Job description

Bank of America is seeking a Wealth Management Client Services professional to provide service support to multiple Financial Advisors (FAs), educate clients on bank offerings, and help manage risk and client relationships. The role emphasizes client-first service and collaboration within a fast-paced wealth management environment.

The position requires a proactive, detail-oriented candidate with experience in client service, strong communication skills, and familiarity with Microsoft Office and