Wealth Client Services Specialist

Bank of America Corporation; Chandler (AZ); In loco; USD 36.000 - 48.000; Tempo pieno

Descrizione del lavoro

Merrill Wealth Management, a division of Bank of America, seeks an inbound call center professional focused on delivering outstanding customer service to clients. You will handle calls from clients, branch offices, and internal partners, document requests, and comply with bank policies while showing empathy.

The role supports 1st shift, 40 hours per week, on-site, with a minimum education requirement of a high school diploma.

Competenze

• 1+ years of customer service experience.
• Ability to learn and adapt to new information and technology platforms.
• Must be flexible to work various shifts including a weekend day.

Mansioni

• 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 online and self-service delivery channels that enable constant account access.

Conoscenze

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 PracticeStandards

Formazione

High School Diploma / GED

Strumenti

Microsoft Word

Excel

PowerPoint

Salesforce

Descrizione del lavoro

Merrill Wealth Management, a division of Bank of America, seeks an inbound call center professional focused on delivering outstanding customer service to clients. You will handle calls from clients, branch offices, and internal partners, document requests, and comply with bank policies while showing empathy.

The role supports 1st shift, 40 hours per week, on-site, with a minimum education requirement of a high school diploma.