Wealth Management Client Services Specialist

Bank of America Corporation; New York (NY); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits eligible

401(k) plan

Job summary

Bank of America Merrill Wealth Management is looking for a client service professional to support Financial Advisors and manage service needs for clients. The role emphasizes risk-aware practices, accurate materials, and deepening client relationships through banking solutions.

You will operate in a fast-paced environment, collaborating with FA teams, using Salesforce and MS Office, and maintaining a client-first approach while upholding policy standards.

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu) or must obtain them within timeframe if hired into a registered role.
• Strong understanding of investment products and wealth management.
• Demonstrates client-centric mindset and ability to learn new platforms.

Responsibilities

• Provide client service support to Financial Advisors (FAs) and address service needs.
• Maintain timely, accurate client materials and respond to FA and client requests.
• Promote bank policies to ensure operational excellence and risk management.
• Deepen client relationships and promote banking solutions within day-to-day activities.
• Support team operations, covering roles during absences with a client-first mindset.

Skills

Client service excellence

Relationship building

Communication

Adaptability

Education

FINRA SIE / Series 7 / Series 66

Tools

Salesforce

Microsoft Office (Word/Excel/PowerPoint)

Job description

Bank of America Merrill Wealth Management is looking for a client service professional to support Financial Advisors and manage service needs for clients. The role emphasizes risk-aware practices, accurate materials, and deepening client relationships through banking solutions.

You will operate in a fast-paced environment, collaborating with FA teams, using Salesforce and MS Office, and maintaining a client-first approach while upholding policy standards.