Wealth Management Client Services Specialist

Bank of America; Scottsdale (AZ); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a client service support specialist to assist Financial Advisors and Wealth Management Client Associates. You will help deliver exceptional service, coordinate client materials, and ensure compliance with bank policies while supporting enterprise strategic objectives.

The role emphasizes relationship-building, problem-solving, and collaboration in a fast-paced financial services environment, with on-site expectations and opportunities to

Qualifications

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

Responsibilities

• Provides excellent client service to the bank's clients through educating them on service offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests
• Ensures practices align with bank policies to support operational excellence, protect clients, and manage risk
• Identifies, deepens, and maintains client relationships by promoting banking solutions to the FA
• Supports day-to-day team activities and covers roles during absences or peaks 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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a client service support specialist to assist Financial Advisors and Wealth Management Client Associates. You will help deliver exceptional service, coordinate client materials, and ensure compliance with bank policies while supporting enterprise strategic objectives.

The role emphasizes relationship-building, problem-solving, and collaboration in a fast-paced financial services environment, with on-site expectations and opportunities to