Wealth Management Client Support Specialist

Bank of America; Yardley (Bucks County); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors and their clients. The role emphasizes client-centric service, timely delivery of materials, and adherence to bank policies to support risk management.

Strong communication and adaptability are essential. The position involves partnering with Merrill Wealth Management and leveraging banking and investment insights to enhance the client experience.

Qualifications

• Demonstrates a client-centric mindset with a focus on service quality.
• Adapts quickly to new information and technology platforms.
• Strong verbal and written communication skills.

Responsibilities

• Provides excellent Client Service to the bank's clients, educating them on banking offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Supports operational excellence and risk management in line with policies.

Skills

Client service

Communication

Adaptability

Learning mindset

Discretion

Cross-functional collaboration

Education

High School Diploma

Tools

Salesforce

Microsoft Excel

PowerPoint

Word

Job description

Bank of America is seeking a Wealth Management Client Associate to provide client service support to Financial Advisors and their clients. The role emphasizes client-centric service, timely delivery of materials, and adherence to bank policies to support risk management.

Strong communication and adaptability are essential. The position involves partnering with Merrill Wealth Management and leveraging banking and investment insights to enhance the client experience.