Wealth Management Client Service Representative
| Company | Bank of America |
|---|---|
| Location | Jacksonville, FL, USA, Chandler, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- High School Diploma / GED / Secondary School or equivalent
- Account Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Active Listening
- Adaptability
- Problem Solving
- Risk Management
- Attention to Detail
- Business Acumen
- Valuation Ethics and Practice Standards
Responsibilities
- Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
- Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
- Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
- Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
- Navigates multiple systems to migrate clients to on-line and self-delivery channels that enable constant account access
- Must be flexible to work variable shifts between Monday – Friday, 8:00am – 7:30pm Local Time; 40 hours per week
Preferred Qualifications
- Experience in a call center and/or a financial/banking center
- Customer service experience