Wealth Management Client Services Specialist

Bank of America; Westfield (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, delivering customized, relationship-driven banking and investment solutions. You will handle client inquiries, ensure accurate materials, and help manage risk while maintaining a focus on exceptional service and compliance.

The role emphasizes in-office collaboration, with flexibility as role-specific responsibilities allow, and a commitment to continued professional growth

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses required or must be obtained within a specified timeframe if hired into a registered role.
• Strong knowledge of investment products and a client-centric mindset focused on client needs.
• 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 and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all requests.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships, promoting banking solutions to clients and communicating outputs to the FA.
• Supports day-to-day team activities, covering roles during absences and seasonal needs with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, delivering customized, relationship-driven banking and investment solutions. You will handle client inquiries, ensure accurate materials, and help manage risk while maintaining a focus on exceptional service and compliance.

The role emphasizes in-office collaboration, with flexibility as role-specific responsibilities allow, and a commitment to continued professional growth