Wealth Management Client Support Specialist

Bank of America; Santa Barbara (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Industry-leading benefits

Annual discretionary plan

Job summary

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate to provide supportive client service and collaborate with Financial Advisors. The role emphasizes a client-centric approach and daily partnership with advisory teams to tailor banking solutions and investment guidance.

Successful candidates will be proficient in MS Office and Salesforce, and eager to operate in a fast-paced environment with ongoing professional growth opportunities.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Client-centric mindset, acts in best interest of client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients through education on bank offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Supports operational excellence and risk management in line with policies.
• Identifies and deepens client relationships by promoting banking solutions.
• Supports day-to-day team activities and covers roles during absences.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Wealth Management Client Associate to provide supportive client service and collaborate with Financial Advisors. The role emphasizes a client-centric approach and daily partnership with advisory teams to tailor banking solutions and investment guidance.

Successful candidates will be proficient in MS Office and Salesforce, and eager to operate in a fast-paced environment with ongoing professional growth opportunities.