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Wealth Management Specialist

2 months ago

Bloomfield Hills, Michigan, United States Bank of America Full time
Job Description:

Job Title: Wealth Management Specialist

Job Summary:

We are seeking a highly skilled Wealth Management Specialist to join our team at Bank of America. As a key member of our Financial Services team, you will be responsible for supporting our Financial Advisors in developing and enhancing existing client relationships.

Key Responsibilities:

  • Serve as a key point of contact for clients on non-administrative requests and needs
  • Support relationship management activities and develop, implement, and monitor the team's client service model
  • Assist with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition
  • Track client actions and activities to ensure high-level client service
  • Attend client review meetings to assist with relationship deepening conversations
  • Execute on the team service model, including engaging with specialists/partners to address client needs
  • Manage aspects of the client relationship process, including client onboarding and resolving escalations
  • Assist the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy

Requirements:

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
  • SAFE ACT Registration
  • Individuals in this role are required to maintain a Form ADV-2B
  • Obtain and/or maintain at least one firm-approved designation
  • Possess and demonstrate strong communication skills
  • Ability to lead through collaboration and influence without direct authority
  • Detail-oriented with strong organizational skills and ability to manage multiple tasks and priorities
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Proven ability to manage risk and support sound decisions
  • Ability to research escalated client issues for response/resolution

Education: High School Diploma / GED / Secondary School or equivalent

Work Schedule: 1st shift (United States of America)

Hours Per Week: 37.5

Equal Employment Opportunity: Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.