Wealth Management Client Services Specialist

Bank of America; Mill Valley (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Annual discretionary plan

Benefits eligible

Job summary

Bank of America in Mill Valley, CA, seeks a dedicated professional to provide exemplary client service and educate clients on the bank's offerings. You will help ensure timely, accurate materials, support relationship building with clients and advisors, and reinforce risk controls and policy adherence.

The role requires a client-centric mindset, adaptability to new platforms, and strong communication skills to deliver complex solutions in a fast-paced environment.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• 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 educate clients on the bank's services and offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies and procedures to protect clients and manage risk.
• Identifies, deepens, and maintains client relationships by promoting bank offerings and communicating outputs to the FA.
• Supports day-to-day team activities and cover roles during absences or seasonal needs, 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

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America in Mill Valley, CA, seeks a dedicated professional to provide exemplary client service and educate clients on the bank's offerings. You will help ensure timely, accurate materials, support relationship building with clients and advisors, and reinforce risk controls and policy adherence.

The role requires a client-centric mindset, adaptability to new platforms, and strong communication skills to deliver complex solutions in a fast-paced environment.