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Wealth Management Specialist

2 months ago

Baltimore, Maryland, United States Bank of America Full time
Job Title: Wealth Management Specialist

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 providing exceptional client service and support to our clients.

Key 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 provide resolution on complex inquiries, requests, and problems related to client concerns
  • Document client interactions and provide team members with time-sensitive updates
  • Attend client review meetings to capture notes, document in Salesforce, and track all actions/activities to ensure the highest level of client service is provided
  • Provide advice and assist with training for team members
Requirements:
  • 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; ADV-2B Required
  • Obtain and/or maintain at least one firm-approved designation
  • Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management, and/or Relationship Management
  • Possess and demonstrate strong communication skills
  • Demonstrate an understanding of how to deliver a strong overall client experience
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Detail-oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
  • Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels
  • Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
  • Analytical skills with ability to identify trends, root cause, and effects and implement improved processes to increase growth and mitigate risk
Skills:
  • Account Management
  • Business Acumen
  • Customer Service Management
  • Client Management
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Process Simplification

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.