Wealth Management Client Services Specialist

Bank of America; Miami (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a client service specialist to support Financial Advisors and Wealth Management Clients in a fast-paced environment.

You will serve as the primary contact for clients, educate them on the bank’s service offerings, and help maintain strong client relationships while aligning with enterprise goals and risk controls. This role emphasizes collaboration, integrity, and ongoing professional growth.

Qualifications

• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Able to learn and adapt to new information and technology platforms.
• Excellent written and verbal communication skills.
• Experience supporting financial advisors or wealth management clients is a plus.

Responsibilities

• Provides excellent client service to clients through educating them on the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect 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

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

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management division seeks a client service specialist to support Financial Advisors and Wealth Management Clients in a fast-paced environment.

You will serve as the primary contact for clients, educate them on the bank’s service offerings, and help maintain strong client relationships while aligning with enterprise goals and risk controls. This role emphasizes collaboration, integrity, and ongoing professional growth.