Wealth Management Client Support Specialist

Bank of America; United States; Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive benefits

Flexible work arrangements

Job summary

Bank of America’s Merrill Wealth Management team seeks a dedicated client service professional to support multiple Financial Advisors. You will educate clients on banking offerings, ensure timely and accurate client materials, and help protect clients by aligning practices with bank policies.

You’ll deepen relationships by promoting integrated banking solutions while collaborating with the FA team. The role emphasizes a client-first mindset, strong communication skills, and the ability to adapt

Qualifications

• 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.
• FINRA SIE/Series qualifications (SIE, Series 7, and/or Series 66 preferred).
• Experience with client services, financial products, and a fast-paced environment.

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 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.

Skills

Account Management

Client Management

Customer and Client 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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team seeks a dedicated client service professional to support multiple Financial Advisors. You will educate clients on banking offerings, ensure timely and accurate client materials, and help protect clients by aligning practices with bank policies.

You’ll deepen relationships by promoting integrated banking solutions while collaborating with the FA team. The role emphasizes a client-first mindset, strong communication skills, and the ability to adapt