Wealth Client Services Specialist

Bank of America; South Dakota; On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a customer service professional for an inbound call center role within Merrill Wealth Management. You will handle client inquiries, provide account maintenance, and resolve requests with empathy while upholding bank policies.

The position requires strong communication, problem-solving, and the ability to work a fixed 1st shift schedule in the United States. Benefits eligible with competitive pay.

Qualifications

• High School Diploma or GED required.
• Flexible to work various shifts; 40 hours per week.
• Preferred: Bachelor’s Degree in progress or completed.
• Experience in a call center and/or a financial/banking center.
• Strong computer skills: Word, Excel, PowerPoint, Salesforce.

Responsibilities

• Navigates through multiple applications and systems to provide complete and accurate information to client inquiries across retail, retirement, and brokerage accounts.
• Handles escalated and complex inquiries with care to resolve concerns promptly and deliver exceptional service.
• Manages risk by authenticating clients and adhering to policies and procedures; identifies and escalates potential risk.
• Communicates effectively with empathy and professionalism during all client interactions.
• Migrates clients to online and self-service channels to maintain constant access to accounts.

Skills

Account Management

Customer Focus

Issue Management

Oral Communications

Active Listening

Adaptability

Problem Solving

Risk Management

Attention to Detail

Business Acumen

Valuation Ethics & Practice Standards

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree (pursuing or holds)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is seeking a customer service professional for an inbound call center role within Merrill Wealth Management. You will handle client inquiries, provide account maintenance, and resolve requests with empathy while upholding bank policies.

The position requires strong communication, problem-solving, and the ability to work a fixed 1st shift schedule in the United States. Benefits eligible with competitive pay.