Current jobs related to Wealth Management Client Support Specialist - Charlotte, North Carolina - Bank of America

  • Wealth Support Specialist

    1 month ago

    Charlotte, North Carolina, United States Truist Financial Corporation Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Wealth Support Specialist to join our team at Truist Financial Corporation. As a key member of our Wealth Support team, you will play a critical role in providing exceptional client service and support to our advisors and clients.Key Responsibilities:Triage and delegate client and advisor...

  • Tax Specialist

    1 month ago

    Charlotte, North Carolina, United States Modera Wealth Management Full time

    About Modera Wealth ManagementModera Wealth Management is an independent, fee-only firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team is committed to making a lasting positive impact on the lives of our clients through our comprehensive approach.Job SummaryWe are seeking a highly skilled...

  • Tax Specialist

    2 weeks ago

    Charlotte, North Carolina, United States Modera Wealth Management Full time

    About Modera Wealth ManagementModera Wealth Management is a leading independent, fee-only firm dedicated to delivering comprehensive financial planning and intelligent investment management services to our clients. Our team is committed to making a lasting positive impact on the lives of our clients through our expertise and personalized approach.Job...

  • Wealth Management Service Specialist

    13 hours ago

    Charlotte, North Carolina, United States United Community Bank Full time

    Job SummaryAt United Community Wealth, we are seeking a highly skilled and experienced Service Specialist to join our team. This is a full-time position that requires schedule flexibility to work evenings and weekends as needed. The ideal candidate will have a strong background in customer service and a passion for delivering exceptional service to...

  • Client Service Manager

    1 week ago

    Charlotte, North Carolina, United States Capital Wealth Advisors Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Manager to join our team at Capital Wealth Advisors. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our advisors and clients.The ideal candidate will have a strong background in financial services, excellent...

  • Client Service Associate, Wealth Management

    1 month ago

    Charlotte, North Carolina, United States Choreo Full time

    About the RoleAt Choreo, we're passionate about delivering exceptional client experiences. As a Client Service Associate, you'll play a vital role in supporting our Wealth Advisors and Operations team to ensure seamless client service.Key ResponsibilitiesClient Communication: Engage with clients via phone, email, and in-person to address their needs and...

  • Client Service Associate, Wealth Management

    4 weeks ago

    Charlotte, North Carolina, United States Choreo Full time

    Job Title: Client Service Associate, Wealth ManagementAt Choreo, we are passionate about delivering exceptional client experiences and empowering our teams to succeed. As a Client Service Associate, you will play a vital role in supporting our Wealth Advisors and Operations team members in providing top-notch service to our high-net-worth clients and...

  • Wealth Management Advisor

    4 days ago

    Charlotte, North Carolina, United States Truist Financial Full time

    Job DescriptionThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications.If you already have a profile with us, you can log in to check...

  • Senior Wealth Manager

    3 weeks ago

    Charlotte, North Carolina, United States The Ball Hawk Full time

    Senior Wealth Manager Job DescriptionThe Ball Hawk is seeking a highly skilled Senior Wealth Manager to join our team of financial experts. As a trusted advisor to our affluent clients, you will provide comprehensive guidance on investment, trust, and estate planning, as well as insurance, tax, and banking needs.Key Responsibilities:Design and implement...

  • Director of Wealth Client Experience and Integrated Relationship Management

    3 days ago

    Charlotte, North Carolina, United States Truist Financial Full time

    Job SummaryThe Director of Wealth Client Experience and Integrated Relationship Management will lead the development and delivery of differentiated value propositions to client segments served by Truist Wealth, driving competitive advantage. This role will focus on designing and executing client loyalty initiatives, developing the Truist Wealth client...

  • Senior Wealth Manager

    4 days ago

    Charlotte, North Carolina, United States The Ball Hawk Full time

    The Ball Hawk seeks a seasoned Wealth Management Expert to serve as the trusted advisor to our affluent clients and their families. As a key member of our team, you will provide comprehensive guidance to clients regarding investment, trust and estate, insurance, tax and banking needs.Our ideal candidate will work with clients to design and implement asset...

  • Wealth Management Associate

    1 month ago

    Charlotte, North Carolina, United States Equitable Services Full time

    Join Our Team as a Retirement Benefits SpecialistWe are seeking a highly motivated and results-driven individual to join our team as a Retirement Benefits Specialist. As a key member of our Wealth Management team, you will be responsible for providing financial products and services to our clients, with a focus on retirement benefits.Key...

  • Wealth Management Service Specialist

    4 weeks ago

    Charlotte, North Carolina, United States United Community Bank Full time

    Job SummaryThe Service Specialist is responsible for delivering exceptional client experiences and providing expert support in wealth management and financial services. This role requires a strong understanding of banking and investment products, as well as excellent communication and interpersonal skills.Key ResponsibilitiesProvide detailed information and...

  • Wealth Management Associate

    1 month ago

    Charlotte, North Carolina, United States Equitable Services Full time

    Unlock Your Potential in Wealth ManagementAt Equitable Advisors, we believe in empowering individuals to make informed financial decisions and achieve their goals. As a Wealth Management Associate, you will play a vital role in helping clients navigate the complexities of wealth management and achieve financial freedom.Key Responsibilities:Build and maintain...

  • Wealth Management Professional

    2 weeks ago

    Charlotte, North Carolina, United States Forvis Mazars Full time

    Join Our Wealth Management TeamWe are seeking a highly motivated and detail-oriented Wealth Management professional to join our team as an Associate Advisor Intern. In this role, you will assist senior wealth management advisors in working with high-net worth families in our Forvis Mazars Private Client practice.Key Responsibilities:Assist senior wealth...

  • Technology Associate

    1 week ago

    Charlotte, North Carolina, United States Modera Wealth Management Full time

    About Modera Wealth ManagementModera Wealth Management is a forward-thinking, fee-only financial services firm dedicated to delivering exceptional client experiences through comprehensive financial planning and strategic investment management.Job SummaryWe are seeking a highly skilled and motivated Technology Associate to join our team. As a key member of...

  • Wealth Management Associate

    1 month ago

    Charlotte, North Carolina, United States Jobot Full time

    {"Job Title": "Associate Wealth Advisor", "Company Overview": "Jobot is a company that is passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. We've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40 offices and counting. Empowered by technology...

  • Strategic Wealth Client Experience Director

    3 days ago

    Charlotte, North Carolina, United States Truist Financial Full time

    Job Summary: We are seeking a highly skilled Director of Wealth Client Experience and Integrated Relationship Management to lead our team in delivering exceptional client experiences and driving business growth. The ideal candidate will have a strong background in financial services, excellent leadership skills, and the ability to develop and execute...

  • Wealth Management Associate

    4 weeks ago

    Charlotte, North Carolina, United States Jobot Full time

    Unlock Your Potential as a Wealth AdvisorWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Jobot. As a key member of our client service team, you will play a vital role in managing client relationships, developing financial plans, and facilitating best practices.Key Responsibilities:Serve as a trusted advisor...

  • Technology Associate

    2 weeks ago

    Charlotte, North Carolina, United States Modera Wealth Management Full time

    About Modera Wealth ManagementModera Wealth Management is a forward-thinking, fee-only firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team is passionate about creating a positive impact on the lives of our clients and colleagues alike.We are seeking a highly skilled and motivated individual...

Wealth Management Client Support Specialist

2 months ago

Charlotte, North Carolina, United States Bank of America Full time

Position Overview:


Bank of America is a premier provider of integrated wealth management and investment solutions tailored for individuals, corporations, and institutions.

As one of the foremost entities in the industry, Bank of America specializes in goal-oriented wealth management, focusing on planning for retirement, education, legacy, and various life aspirations through expert investment advice and guidance.

Our Financial Advisors and Wealth Management Client Associates are dedicated to helping clients achieve their envisioned lifestyles through a personal connection with their advisory teams, which are committed to addressing their unique needs.

We uphold that trust is built on transparency.

Our advisory teams benefit from the investment expertise of Bank of America, combined with the banking convenience we offer.

At Bank of America, we encourage you to bring your authentic self to the workplace. We celebrate diversity in our perspectives, business practices, and among our employees and clients.

Our Wealth Management division encompasses a wide range of backgrounds, contributing unique insights, ideas, and experiences that foster a resilient, results-oriented, and effective work community.


Key Responsibilities:
This role is essential in delivering client service support to multiple Financial Advisors (FAs).

Core responsibilities include aligning with enterprise strategic goals, achieving operational excellence, and advocating for clients within the FA's practice, while tailoring solutions to meet their specific requirements.

Expectations for this position include being the primary point of contact within Bank of America to address all service inquiries from clients.


Responsibilities Include:
- Delivering exceptional client service by educating clients on the full range of banking services and offerings.
- Ensuring the timeliness, accuracy, and completeness of client materials while following up on all requests from clients and Financial Advisors (FAs).
- Assisting in maintaining compliance with the bank's policies and procedures to support operational excellence, safeguard client interests, and mitigate risks.
- Cultivating, enhancing, and sustaining client relationships by promoting the bank's offerings and integrating banking into daily practices, while effectively communicating outcomes to the FA.
- Supporting daily team operations and needs, including covering roles during absences or peak periods, while prioritizing a client-first approach.

Required Skills:
- Account Management
- Client Management
- Customer Focus
- Issue Resolution
- Verbal Communication
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization Skills
- Administrative Support
- Emotional Intelligence
- Referral Identification
- Written Communication Skills

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

Shift:
1st shift (United States of America) Hours Per Week:37.5
#J-18808-Ljbffr