Financial Services Specialist
1 week ago
We are seeking a highly skilled Wealth Management Professional to join our team at Bank of America. As a key member of our Financial Services team, you will play a critical role in 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, while supporting relationship management activities and developing 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 the highest level of client service, while presenting timely updates to the team and monitoring and reporting on client satisfaction.
- Attend client review meetings to assist with relationship deepening conversations and 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.
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
- SAFE ACT Registration.
- Individuals in this role are required to maintain a Form ADV-2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC).
- 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 at once.
- 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.
High School Diploma / GED / Secondary School or equivalent.
Work EnvironmentThis role is designed to allow employees to study and obtain all required registrations. The position is subject to SAFE Act registration requirements.
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