Bank of America
About the Role
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our Wealth Management team represents an array of different backgrounds and brings unique perspectives, ideas, and experiences to create a culture‑driven, results‑focused work community.
This position is responsible for providing client service support to multiple Financial Advisors (FAs). The role supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, ensuring a frequent point of contact for client service needs.
Responsibilities
Provides excellent client service by educating clients on all bank offerings.
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests.
Assists with aligning practices to the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting integration of banking into day‑to‑day practices, while communicating outputs to the FA.
Supports day‑to‑day team activities and needs, including covering roles during absences or seasonal increases, while leading 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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America)
Hours Per Week 37.5
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This position is responsible for providing client service support to multiple Financial Advisors (FAs). The role supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, ensuring a frequent point of contact for client service needs.
Responsibilities
Provides excellent client service by educating clients on all bank offerings.
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests.
Assists with aligning practices to the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting integration of banking into day‑to‑day practices, while communicating outputs to the FA.
Supports day‑to‑day team activities and needs, including covering roles during absences or seasonal increases, while leading 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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America)
Hours Per Week 37.5
#J-18808-Ljbffr