Wealth Management Client Services Specialist

Bank of America; Mount Pleasant (SC); On-site; USD 40,000 - 50,000; Full time

Job summary

Bank of America seeks a Client Service Support professional for Merrill Wealth Management. The role focuses on providing client service to Financial Advisors and ensuring operational excellence. Candidates must hold FINRA licenses and possess a strong client-centric mindset. This position offers an opportunity to engage with diverse clients and work in an in-office culture that fosters collaboration.

Applicants should have experience working with clients and strong computer skills, including proficiency in Microsoft applications and Salesforce. The role recognizes the commitment to continuous learning and professional growth.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66).
• Possesses advanced industry knowledge and understanding of investment products.
• Is an enthusiastic, self-starter with a strong work ethic and 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 by educating clients on banking offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence.
• Identifies, deepens, and maintains client relationships.
• Supports day-to-day team activities and 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

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America seeks a Client Service Support professional for Merrill Wealth Management. The role focuses on providing client service to Financial Advisors and ensuring operational excellence. Candidates must hold FINRA licenses and possess a strong client-centric mindset. This position offers an opportunity to engage with diverse clients and work in an in-office culture that fosters collaboration.

Applicants should have experience working with clients and strong computer skills, including proficiency in Microsoft applications and Salesforce. The role recognizes the commitment to continuous learning and professional growth.