Wealth Management Client Support Specialist

Bank of America; North Bethesda (MD); On-site; USD 36,000 - 62,000; Full time

Benefits offered by this job

Annual discretionary plan eligibility

Benefits eligible

Job summary

Bank of America in North Bethesda is seeking a client service professional to support Merrill Wealth Management advisors and clients. You will educate clients on bank services, ensure timely materials, and protect client interests while aligning with bank policies and risk controls.

You will deepen relationships, cover team needs, and prioritize a client-first approach in a fast-paced environment, with strong emphasis on results and professional growth.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
• Possesses advanced industry knowledge and an understanding of investment products
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the 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 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 / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America in North Bethesda is seeking a client service professional to support Merrill Wealth Management advisors and clients. You will educate clients on bank services, ensure timely materials, and protect client interests while aligning with bank policies and risk controls.

You will deepen relationships, cover team needs, and prioritize a client-first approach in a fast-paced environment, with strong emphasis on results and professional growth.