Wealth Management Client Support Specialist

Bank of America; United States; On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a client service professional to support Financial Advisors, delivering tailored wealth management guidance and banking services to clients.

You will act as the primary contact for clients, help maintain investment and banking materials, and uphold risk and policy standards while coordinating with the FA. This role emphasizes a client-first mindset and collaboration with strong knowledge of investment products.

Qualifications

• Currently holds FINRA SIE, Series 7, and Series 66 (63/65 accepted) or must obtain within timeframe.
• Possesses advanced industry knowledge of investment products.
• Is a self-starter with a strong work ethic and results orientation.
• Demonstrates a client-centric mindset, always acting in the client's best interest.
• Ability to learn and adapt to new information and technology platforms.
• Experience with clients, delivering complex solutions and excellent client experience.
• Detail oriented; thrives in a fast-paced environment with evolving responsibilities.
• Proficient with Microsoft Word, Excel, PowerPoint, and Salesforce.

Responsibilities

• Provides excellent Client Service to clients by educating them on the bank's services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies and deepens client relationships by promoting bank offerings and conveying outputs to the FA.
• Supports day-to-day team activities and covers roles during absences, with a client-first mindset.

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

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team seeks a client service professional to support Financial Advisors, delivering tailored wealth management guidance and banking services to clients.

You will act as the primary contact for clients, help maintain investment and banking materials, and uphold risk and policy standards while coordinating with the FA. This role emphasizes a client-first mindset and collaboration with strong knowledge of investment products.