Wealth Management Specialist
1 week ago
At Bank of America, we are committed to helping our clients achieve their financial goals through our wealth management services. As a Wealth Management Specialist, you will play a critical role in providing exceptional client service and support to our clients.
Key Responsibilities:- Provide quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
- Escalate issues and provide resolution on complex inquiries, requests, and problems related to client concerns
- Document client interactions and provide team members with time-sensitive updates
- Attend client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
- Provide advice and assists with training for team members
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- Safe Act Registration; ADV-2B Required
- Obtain and/or maintain at least one firm-approved designation
- Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management, and/or Relationship Management
- Possess and demonstrate strong communication skills
- Demonstrate an understanding of how to deliver a strong overall client experience
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Detail-oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
- Strong partnership and relationship management skills; ability to work across EGP functions and organizational lines/levels
- Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
- Analytical skills with ability to identify trends, root cause, and effects, and implement improved processes to increase growth and mitigate risk
- Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth
- Account Management
- Business Acumen
- Customer Service Management
- Client Management
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Process Simplification
High School Diploma / GED / Secondary School or equivalent
Shift:1st shift (United States of America)
Hours Per Week:37.5
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