Wealth Management Client Services Specialist

Bank of America Corporation; Richmond (VA); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America Corporation in Richmond, VA is seeking a client service professional to support Merrill Wealth Management's Financial Advisors and Wealth Management Client Associates. This role focuses on delivering exceptional service, educating clients on banking and investment offerings, and maintaining strong relationships within a fast-paced environment.

The position emphasizes collaboration, risk awareness, and a client-first mindset, with opportunities to grow professionally and gain

Qualifications

• Enthusiastic self-starter with strong work ethic
• Client-centric mindset focused on the client's best interests
• Ability to learn and adapt to new information and technology platforms

Responsibilities

• Provide excellent client service to Merrill clients and educate them on banking and investment offerings
• Ensure timeliness, accuracy, and completeness in client materials and requests
• Support adherence to bank policies to maintain risk and operational excellence
• Identify and deepen client relationships while collaborating with Financial Advisors and FA teams
• Cover team roles during absences or peak periods with a client-first mindset

Skills

Account Management

Client Management

Customer 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

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America Corporation in Richmond, VA is seeking a client service professional to support Merrill Wealth Management's Financial Advisors and Wealth Management Client Associates. This role focuses on delivering exceptional service, educating clients on banking and investment offerings, and maintaining strong relationships within a fast-paced environment.

The position emphasizes collaboration, risk awareness, and a client-first mindset, with opportunities to grow professionally and gain