Wealth Management Call Center Specialist

BCforward; Arizona; On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Major medical

HSA

Dental

Vision

Employer-provided group life

Short-term disability

Long-term disability

401k

Job summary

BCforward is hiring a Call Center CSR in Chandler, AZ 85224 to support Wealth Management Client Services Banking and Brokerage. The role focuses on high-volume customer service, accurate client authentication, and multi-system navigation to resolve inquiries for high-net-worth clients.

The position requires 2+ years in a fast-paced call center, with strong communication and documentation skills. Training is on-site, with several EST shift options and post-training alignment to the offer.

Qualifications

• Minimum 2 years of customer service experience in a high-volume environment.
• Proficiency navigating multiple screens/systems while engaging clients and documenting accurate notes in real time.
• Computer literacy with Microsoft Outlook, Word, and PowerPoint.
• Ability to work under pressure in a fast-paced, high call volume, and evolving call center environment.
• Strong verbal and written communication with solid grammar; ability to collaborate with management, peers, and clients.
• Demonstrated skill in de-escalation, issue resolution, and prevention of client dissatisfaction with professionalism and respect.
• Receptive to coaching with a positive, improvement-focused attitude.
• Ability to handle confidential and sensitive information responsibly.
• Self-motivated and accountable with reliable attendance and punctuality.

Responsibilities

• Respond at point of call with clear, complete, and accurate information on banking products and Merrill Lynch investment accounts, including balance inquiries, account maintenance, online navigation, and transaction research.
• Deliver quality service by providing effective and efficient operational support to internal partners and external clients.
• Manage risk by accurately authenticating clients, adhering to policies and procedures, and escalating potential risk as needed.
• Navigate multiple applications and tools to interpret policy, research issues, and resolve client account matters.
• Demonstrate commitment to improving clients’ financial lives through consistent, client-focused service.

Skills

High-volume call center

Client authentication

Multi-system navigation

Documentation in real time

Verbal & written communication

De-escalation

Coaching receptiveness

Confidential information handling

Attendance & punctuality

MS Outlook

MS Word

PowerPoint

Tools

Merrill Lynch platforms

Job description

BCforward is hiring a Call Center CSR in Chandler, AZ 85224 to support Wealth Management Client Services Banking and Brokerage. The role focuses on high-volume customer service, accurate client authentication, and multi-system navigation to resolve inquiries for high-net-worth clients.

The position requires 2+ years in a fast-paced call center, with strong communication and documentation skills. Training is on-site, with several EST shift options and post-training alignment to the offer.