Client Solutions & Investments Specialist

Rhode Island Bar Assn.; Lincoln (RI); On-site; USD 34,440,000 - 37,195,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America is seeking a customer service focused professional to respond to inquiries about accounts and financial services. You will educate clients on value-added opportunities and refer complex cases to specialists across the bank.

Responsibilities include resolving escalated inquiries, triaging requests, and building strong client relationships through clear communication and efficient service delivery.

Qualifications

• High school diploma or GED required with strong customer focus.
• Bachelor's degree or 1 year performance-based experience preferred.
• Proficiency with Microsoft Office and basic IT literacy.

Responsibilities

• Delivers exceptional customer service by resolving complex inquiries promptly.
• Triages client requests and redirects to internal specialists as needed.
• Educates clients on financial products and planning opportunities.

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer Focus

Oral Communications

Account Management

Client Experience Branding

Decision Making

Emotional Intelligence

Result Orientation

Adaptability

Coaching

Prioritization

Referral Identification

Written Communications

Education

High School Diploma

Bachelor's degree or 1 year experience

Tools

Microsoft Office

Job description

Bank of America is seeking a customer service focused professional to respond to inquiries about accounts and financial services. You will educate clients on value-added opportunities and refer complex cases to specialists across the bank.

Responsibilities include resolving escalated inquiries, triaging requests, and building strong client relationships through clear communication and efficient service delivery.