Wealth Management Client Services Specialist

Bank of America; Jacksonville (FL); On-site; USD 42,000 - 63,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Service Support role focused on assisting Financial Advisors and strengthening client relationships. The position emphasizes educating clients on banking and wealth offerings, maintaining timely, accurate client materials, and aligning practices with bank policies to manage risk.

The role supports enterprise objectives and client advocacy within the FA's team.

Qualifications

• 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

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

Oral Communications

Written Communications

Emotional Intelligence

Administrative Services

Prioritization

Referral Identification

Business Development

Advisory Pipeline Management

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Service Support role focused on assisting Financial Advisors and strengthening client relationships. The position emphasizes educating clients on banking and wealth offerings, maintaining timely, accurate client materials, and aligning practices with bank policies to manage risk.

The role supports enterprise objectives and client advocacy within the FA's team.