Wealth Client Services Specialist

Bank of America; Jacksonville (FL); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team in Jacksonville seeks a Customer Service Associate to handle inbound client calls, assist with accounts, and provide accurate information with empathy. The role emphasizes service excellence and collaboration in a fast-paced environment.

The position requires strong communication skills, proficiency with MS Word/Excel/PowerPoint and Salesforce, and flexibility to work 1st shifts onsite in Florida.

Qualifications

• 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.

Responsibilities

• Navigate multiple applications and systems to provide accurate information on client inquiries.
• Handle escalated and complex inquiries with care to resolve issues promptly.
• Identify and escalate potential risks while following bank policies.
• Communicate effectively with empathy and professionalism in all interactions.
• Guide clients to online and self-service channels for ongoing access.

Skills

Account Management

Customer Focus

Active Listening

Oral Communications

Problem Solving

Attention to Detail

Teamwork

Adaptability

Empathy

Education

Bachelor's Degree (in progress)

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team in Jacksonville seeks a Customer Service Associate to handle inbound client calls, assist with accounts, and provide accurate information with empathy. The role emphasizes service excellence and collaboration in a fast-paced environment.

The position requires strong communication skills, proficiency with MS Word/Excel/PowerPoint and Salesforce, and flexibility to work 1st shifts onsite in Florida.