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 operations support, and resolves 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 is therefore subject to SAFE Act registration requirements. Employees in scope 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.

Requirements

• High school diploma, GED, secondary school education, 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 maintain 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 information in Salesforce, and track actions and activities to ensure 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.

Benefits

• The company describes its benefits as affordable, competitive, and flexible, and says it supports teammates’ physical, emotional, and financial wellness.

What This Job Offers

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