Wealth Management Client Support Specialist

Bank of America; Albuquerque (NM); On-site; USD 48,000 - 64,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors and their clients. You will act as a primary contact to address service needs, educate clients on offerings, and help deliver tailored financial solutions within a fast-paced environment.

This role emphasizes collaboration, risk awareness, and ongoing learning, with opportunities to grow within a large, inclusive organization that values integrity and client-centric service.

Qualifications

• Client-focused mindset with a service-oriented approach.
• Ability to learn and adapt to new technology platforms.
• Strong attention to detail and risk awareness.

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

Client Management

Relationship Building

Communication Skills

Financial Services Knowledge

Salesforce

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 professional to support Financial Advisors and their clients. You will act as a primary contact to address service needs, educate clients on offerings, and help deliver tailored financial solutions within a fast-paced environment.

This role emphasizes collaboration, risk awareness, and ongoing learning, with opportunities to grow within a large, inclusive organization that values integrity and client-centric service.