Wealth & Banking Client Support Specialist

Bank of America Corporation; Jacksonville (FL); Vor Ort; USD 38.000 - 52.000; Vollzeit

Zusammenfassung

Bank of America Merrill Wealth Management is seeking a Customer Service Associate for its inbound call center in the United States. The role emphasizes delivering exceptional service, handling client inquiries about retail, retirement, and brokerage accounts, and guiding clients to online self-service options.

The position requires 1+ years of customer service experience, flexibility for shifts (including weekends), and basic proficiency with MS Word, Excel, PowerPoint, and Salesforce.

Qualifikationen

• 1+ years of customer service experience.
• Ability to learn and adapt to new information and technology platforms.
• Flexibility to work various shifts, including weekends.

Aufgaben

• Handle inbound calls from clients, branches, and associates with empathy and professionalism.
• Resolve client requests and perform account maintenance accurately and timely.
• Authenticate clients and manage risk in line with bank policies and procedures.
• Assist clients in moving to online/self-service channels for access.
• Communicate effectively to deliver exceptional service.

Kenntnisse

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

Ausbildung

High School Diploma / GED

Bachelor's Degree (Desirable)

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Jobbeschreibung

Bank of America Merrill Wealth Management is seeking a Customer Service Associate for its inbound call center in the United States. The role emphasizes delivering exceptional service, handling client inquiries about retail, retirement, and brokerage accounts, and guiding clients to online self-service options.

The position requires 1+ years of customer service experience, flexibility for shifts (including weekends), and basic proficiency with MS Word, Excel, PowerPoint, and Salesforce.