Wealth Management Specialist

Bank of America • Dallas, TX

1d • Onsite

About The Position

This role performs specialized functions across a team of Financial Advisors, which may include business management, business development, wealth planning, investment management, or relationship management. It provides quality client service and operational support, and handles problems requiring extensive analysis and evaluation. The position requires knowledge of the Merrill Wealth Management business and support for team members as needed.

The position may involve residential mortgage loan origination and, if so, is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system, complete the required background check, and remain in good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

Merrill maintains an in-office culture with role-specific attendance requirements and some flexibility. Internal employees currently working from home may apply, but a selected employee may be required to work onsite under the workplace excellence policy.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Knowledge of the Merrill Wealth Management business.
• If engaged in residential mortgage loan origination, register with the federal registry system, complete the required SAFE Act background check, and remain in good standing.

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 resolve complex inquiries, requests, and problems related to client concerns.
• Document client interactions and provide team members with time-sensitive updates.
• Attend client review meetings, capture notes, document them in Salesforce, and track actions and activities to support a high level of client service.
• Provide advice and assist with training for team members.
• Support team members as needed across specialized functions such as business management, business development, wealth planning, investment management, or relationship management.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED