Wealth Management Client Services Specialist

Bank of America; Indianapolis (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a dedicated client-service professional to support Financial Advisors and manage daily client needs. You will educate clients on bank offerings, ensure timely, accurate materials, and champion proactive service within a fast-paced, client‑driven environment.

Ideal candidates have a client‑centric mindset, strong communication skills, and the ability to adapt to evolving responsibilities while supporting enterprise goals.

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses required or obtained within timeframe if hired
• Solid investment product knowledge and client service mindset
• Self-starter with strong work ethic and results focus
• Client-centric mindset, acting in the best interests of clients
• Ability to learn and adapt to new information and platforms

Responsibilities

• Provide excellent client service to bank clients and educate them on offerings
• Ensure timely, accurate client materials and respond to FA requests
• Support adherence to bank policies to protect clients and manage risk
• Identify, deepen, and maintain client relationships with banking integration
• Cover team roles during absences or seasonal increases with a client-first mindset

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

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management team seeks a dedicated client-service professional to support Financial Advisors and manage daily client needs. You will educate clients on bank offerings, ensure timely, accurate materials, and champion proactive service within a fast-paced, client‑driven environment.

Ideal candidates have a client‑centric mindset, strong communication skills, and the ability to adapt to evolving responsibilities while supporting enterprise goals.