Client Account Maintenance & Service Specialist

Bank of America; United States; In loco; USD 34.000 - 38.000; Tempo pieno

Vantaggi offerti da questo lavoro

Benefits eligible

Industry-leading benefits

Descrizione del lavoro

Bank of America is seeking a Customer Service Associate in the United States. The role involves handling routine service inquiries, processing client documents, and supporting cross-business partnerships. You will operate in a high-paced environment, with opportunities for advancement and training.

The position emphasizes accuracy, attention to detail, and strong communication as you manage data entry, account updates, and document processing across multiple channels.

Competenze

• Strong organizational and time management skills.
• Attention to detail and follow through on assignments.
• Ability to multi-task and independently prioritize workload.
• Work as sole contributor and as a team player as required.
• Strong analytical and problem solving skills.
• Excellent communication skills - verbal and written.
• Merrill systems knowledge desired.

Mansioni

• Provide timely resolution on routine service and inquiries that come into the group from a variety of channels.
• Understand and demonstrate cultural awareness, integrity, and ability to work as part of a team and build cross business partnerships.
• Process incoming documents and emails related to client accounts and work CMC cases.
• Make outbound calls on documents that need more information and resolve.
• Use analytical thinking, strong research qualifications, and apply best practices/past experiences to problem resolution.
• Process documents according to established policies & procedures and be held accountable for accurate and timely processing of requests.
• Data entry, account updates, and general processing of account forms such as client relationship agreements, beneficiary forms, address changes, etc.
• Provide high quality client-centric customer service.
• Opportunity to become certified trainer/mentor and advance career.
• Work in a high-paced production environment and meet/exceed metrics such as quality control and productivity.

Conoscenze

Strong organizational

Time management

Attention to detail

Multi-tasking

Analytical skills

Problem solving

Excellent communication

Strumenti

Merrill systems

Descrizione del lavoro

Bank of America is seeking a Customer Service Associate in the United States. The role involves handling routine service inquiries, processing client documents, and supporting cross-business partnerships. You will operate in a high-paced environment, with opportunities for advancement and training.

The position emphasizes accuracy, attention to detail, and strong communication as you manage data entry, account updates, and document processing across multiple channels.