Wealth Management Client Relationship Specialist

1 week ago

New York, New York, United States Bank of America Full time
Position Title: Wealth Management Client Relationship Specialist

Location: New York, New York

Job Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections.

We prioritize Responsible Growth, ensuring we meet the needs of our clients, employees, communities, and shareholders consistently.

Our commitment to fostering a diverse and inclusive workplace is unwavering. We actively seek individuals from varied backgrounds and experiences, investing in our team members and their families by providing competitive benefits that support their overall well-being.

Bank of America values collaboration while also recognizing the importance of flexibility in the workplace. We adopt a tailored approach to flexibility, depending on the specific roles within our organization.

Joining Bank of America offers a fulfilling career with opportunities for personal and professional growth, enabling you to make a significant impact.


Key Responsibilities:

This role is dedicated to Private Wealth Management. The Wealth Management Client Relationship Specialist plays a crucial role in supporting the Financial Advisor team to strengthen and expand existing client relationships.

Responsibilities include:

  • Providing specialized assistance in areas such as Business Development, Wealth Planning, Investment Management, or Business Management, while dedicating over 50% of time to relationship management activities.
  • Participating in client meetings to discuss investment strategies, account performance, new offerings, and market trends to foster growth and client acquisition.
  • Collaborating with portfolio managers, product specialists, and Senior Wealth Planners to coordinate all sales and service initiatives.
  • Working alongside the Financial Advisor and/or Senior Business Manager to create, implement, and oversee the client service model.

This position requires compliance with SAFE Act registration standards. All employees involved in residential loan mortgage originations must register with the federal registry system and maintain good standing.


Essential Skills:
  • Account Management
  • Business Acumen
  • Client Management
  • Client Solutions Advisory
  • Portfolio Management
  • Referral Identification and Management
  • Relationship Building
  • Administrative Services
  • Client Investment Management
  • Customer Service Management
  • Process Simplification

Qualifications:

Candidates must possess either Series 7 and 66 licenses or Series 7, 63, and 65 licenses and must obtain all necessary state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.

Additionally, individuals in this role are required to maintain a Form ADV -2B, detailing their experience and educational background, in accordance with U.S. Securities and Exchange Commission (SEC) regulations.

It is essential to obtain and/or maintain at least one firm-approved designation.

Strong communication skills, the ability to lead through collaboration, and excellent organizational skills are crucial for success in this role.

Thorough knowledge of Wealth Management products and services, alongside proven risk management capabilities, is required.

Successful candidates will demonstrate the ability to research and resolve escalated client issues effectively.


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

Weekly Hours:
40

Bank of America is committed to equal employment opportunities and does not discriminate based on race, religion, color, sex, sexual orientation, genetic information, gender identity, age, national origin, ancestry, citizenship, veteran status, or disability status. We also prohibit discrimination based on medical conditions, marital status, or any other irrelevant factors.

We aim to create a drug-free workplace and maintain policies to prevent the use of illegal substances and unauthorized alcohol on our premises.

This document provides information about certain benefits offered by Bank of America. While every effort has been made to ensure accuracy, discrepancies between this document and official plan documents will be governed by the plan documents.

Bank of America reserves the right to amend or terminate any benefit plan at its discretion.

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