Wealth Management Support & Client Relations Specialist

Bank of America; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a dedicated professional to support a team of Financial Advisors with client service, operations, and wealth management tasks. The role involves close collaboration with advisors to ensure high-quality service and efficient processes.

The position emphasizes in-office attendance and adherence to workplace policies while contributing to a culturally diverse and results-driven team environment.

Qualifications

• Experience supportingwealth management teams and knowledge of Merrill Wealth Management a plus.
• Strong client-service orientation and data-analysis abilities.
• Familiarity with risk management and regulatory requirements in financial services.

Responsibilities

• Provides quality client service and operations support by resolving client issues and analyzing data to address risks.
• Escalates complex inquiries and provides timely resolutions.
• Documents client interactions and shares updates with the team.
• Attends client reviews, captures notes, logs in Salesforce, and tracks actions.
• Offers guidance and assists in training 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 Merrill Wealth Management is seeking a dedicated professional to support a team of Financial Advisors with client service, operations, and wealth management tasks. The role involves close collaboration with advisors to ensure high-quality service and efficient processes.

The position emphasizes in-office attendance and adherence to workplace policies while contributing to a culturally diverse and results-driven team environment.