Wealth Client Services Specialist

Bank of America; Jacksonville (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America, through its Merrill Wealth Management unit, seeks a WM Field Services representative to deliver exceptional customer service in an inbound call center. You will respond to client inquiries about retail, retirement and brokerage accounts, following policies and using critical thinking to resolve issues with empathy.

This role supports Financial Advisors and Client Associates, guiding clients through account maintenance, transfers, and online self-service adoption while

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; Monday - Friday, 8:30 am - 6:30 pm EST; 40 hours per week.

Responsibilities

• Navigates through multiple systems 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 on-line and self-service delivery channels that enable constant account access.

Job description

Bank of America, through its Merrill Wealth Management unit, seeks a WM Field Services representative to deliver exceptional customer service in an inbound call center. You will respond to client inquiries about retail, retirement and brokerage accounts, following policies and using critical thinking to resolve issues with empathy.

This role supports Financial Advisors and Client Associates, guiding clients through account maintenance, transfers, and online self-service adoption while