Wealth Management Specialist

Bank of America • Dallas, TX

1d • Onsite

About The Position

At Bank of America, the Wealth Management Specialist 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 resolves problems requiring extensive analysis and evaluation. The specialist is expected to understand the Merrill Wealth Management business and support team members as needed.

The position may involve the provision of residential mortgage loans and therefore requires SAFE Act registration. 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.

Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The role is listed as first shift and 37.5 hours per week.

Requirements

• High school diploma, GED, secondary school qualification, or equivalent.
• Knowledge of the Merrill Wealth Management business.
• SAFE Act registration and completion of the required background check are required for employees engaged in residential mortgage loan originations.
• Skills listed: Account Management; Business Acumen; Customer Service Management; Client Management; Portfolio Management; Referral Identification; Referral Management; Relationship Building; Administrative Services; 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 support a high level of client service.
• Provide advice and assist with training for team members.

What This Job Offers

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