Wealth Management Client Specialist

Bank of America; Upper St. Clair (Allegheny County); On-site; USD 40,000 - 65,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors and Wealth Management Clients, delivering proactive service, education on banking and investment offerings, and a seamless client experience in a fast-paced financial services environment.

In this role you will act as the most frequent point of contact for clients, coordinate requests, ensure accuracy of materials, uphold risk controls, and help deepen client relationships through

Qualifications

• Strong client-service orientation and professional demeanor.

Responsibilities

• Provides exceptional client service to Merrill clients and supports FAs.

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors and Wealth Management Clients, delivering proactive service, education on banking and investment offerings, and a seamless client experience in a fast-paced financial services environment.

In this role you will act as the most frequent point of contact for clients, coordinate requests, ensure accuracy of materials, uphold risk controls, and help deepen client relationships through