Wealth Management Client Specialist

Bank of America; Wisconsin; On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service support professional to assist multiple Financial Advisors by delivering exceptional service, educating clients on services, and driving client satisfaction. The role emphasizes alignment with bank policies, risk management, and proactive communication with advisory teams.

The position requires a client-centric mindset, enthusiasm, and the ability to adapt to evolving platforms and processes, with a strong emphasis on teamwork

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank’s clients through educating them on all of the bank’s service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank’s policies and procedures to support operational excellence, protect the bank’s clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank’s offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading 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

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a client service support professional to assist multiple Financial Advisors by delivering exceptional service, educating clients on services, and driving client satisfaction. The role emphasizes alignment with bank policies, risk management, and proactive communication with advisory teams.

The position requires a client-centric mindset, enthusiasm, and the ability to adapt to evolving platforms and processes, with a strong emphasis on teamwork