Wealth Management Client Support Specialist

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Indiana; On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors. You will educate clients on banking offerings, ensure accurate materials, and help manage risk while maintaining a client-first approach.

The role emphasizes teamwork, adaptability to evolving responsibilities, and a strong focus on delivering a superior client experience within a fast-paced environment.

Qualifications

• Client-centric mindset with strong work ethic and results orientation.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients via educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence and risk management in line with bank policies.
• Deepens client relationships and promotes banking offerings to FAs.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors. You will educate clients on banking offerings, ensure accurate materials, and help manage risk while maintaining a client-first approach.

The role emphasizes teamwork, adaptability to evolving responsibilities, and a strong focus on delivering a superior client experience within a fast-paced environment.