Wealth Management Specialist

Bank of America • Dallas, TX

1d

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. 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. The position provides quality client service and operations support, and addresses problems requiring extensive analysis and evaluation. The role requires knowledge of the Merrill Wealth Management business and support for team members as needed.

The position may involve residential mortgage loan origination and requires SAFE Act registration. Employees 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 is committed to an in-office culture with role-specific attendance requirements and some flexibility. Employees currently working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy.

Requirements

• High School Diploma, GED, secondary school education, or equivalent.
• Knowledge of the Merrill Wealth Management business.
• SAFE Act registration and required background check if engaged in residential mortgage loan origination; maintain registration in good standing.
• Skills in account management, business acumen, customer service management, client management, portfolio management, referral identification, referral management, relationship building, administrative services, and process simplification.

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 ensure a high level of client service.
• Support team members as needed.

What This Job Offers

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