Wealth Management Operations & Client Relations Specialist

Bank of America; San Antonio (TX); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a client-focused professional to support a team of financial advisors delivering wealth planning, investment guidance, and exceptional client service in a fast-paced environment.

The role emphasizes collaboration, data-driven problem solving, and adherence to SAFE Act requirements for potential residential mortgage loan activities, with on-site collaboration expectations where applicable.

Qualifications

• High school diploma or equivalent required.
• Ability to manage client relationships and provide strong administrative support.
• Experience in wealth management or financial services is a plus.

Responsibilities

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
• Documents client interactions and provides team members with time sensitive updates
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
• Provides advice and assists with training for team members

Skills

Account Management

Business Acumen

Customer Service Management

Client Management

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Process Simplification

Education

High School Diploma / GED

Job description

Bank of America’s Merrill Wealth Management is seeking a client-focused professional to support a team of financial advisors delivering wealth planning, investment guidance, and exceptional client service in a fast-paced environment.

The role emphasizes collaboration, data-driven problem solving, and adherence to SAFE Act requirements for potential residential mortgage loan activities, with on-site collaboration expectations where applicable.