Wealth Management Client Services Specialist

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

Benefits offered by this job

Benefits eligible

Discretionary bonus program

Job summary

Bank of America seeks a client-focused specialist to support Merrill Wealth Management by serving as the primary contact for clients and Financial Advisors. The role emphasizes delivering exceptional service, facilitating solutions, and maintaining strong relationships within a fast-paced environment.

Responsibilities include educating clients on bank services, ensuring accuracy in materials, and supporting enterprise objectives while protecting client information and mitigating risk.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provide client service support to potentially multiple Financial Advisors (FAs).
• Support enterprise objectives, operational excellence goals, and client advocacy within the FA's business.
• Serve as the most frequent point of contact within Merrill to address all service needs of clients.
• Educate clients on the bank's service and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on requests.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Business Development

Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a client-focused specialist to support Merrill Wealth Management by serving as the primary contact for clients and Financial Advisors. The role emphasizes delivering exceptional service, facilitating solutions, and maintaining strong relationships within a fast-paced environment.

Responsibilities include educating clients on bank services, ensuring accuracy in materials, and supporting enterprise objectives while protecting client information and mitigating risk.