Wealth Management Operations & Client Services Lead

Bank of America Corporation; Dallas (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management team is seeking a detail-focused professional to support a team of Financial Advisors with client service, operations, and business development responsibilities.

The role emphasizes understanding the Merrill Wealth Management business, delivering quality service, and coordinating with the advisory team. On-site attendance is required, with flexibility based on role-specific considerations.

Qualifications

• High School Diploma or equivalent required.
• Experience delivering quality client service and supporting teams preferred.
• Knowledge of wealth management and banking products 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 / Secondary School or equivalent

Job description

Bank of America Corporation's Merrill Wealth Management team is seeking a detail-focused professional to support a team of Financial Advisors with client service, operations, and business development responsibilities.

The role emphasizes understanding the Merrill Wealth Management business, delivering quality service, and coordinating with the advisory team. On-site attendance is required, with flexibility based on role-specific considerations.