Wealth Management Client Advisor

Bank of America; Jacksonville (FL); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading financial institution in Jacksonville is looking for a Client Service Representative to provide exceptional customer service in an inbound call center environment. The ideal candidate will navigate multiple systems to address client inquiries and manage escalated situations with professionalism. This entry-level role requires strong communication skills, empathy, and the ability to work independently. It's a full-time position with a focus on client satisfaction and effective issue management.

Qualifications

• Minimum one year experience delivering complex information clearly and with empathy.
• Must possess skills to navigate multiple screens and accurately type notes.
• Strong communication skills, great grammar, and analytical abilities.

Responsibilities

• Provide exceptional customer service in an inbound call center.
• Navigate applications to articulate accurate information on client inquiries.
• Handle escalated inquiries with professionalism and empathy.

Skills

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 Practice Standards

Education

High School Diploma / GED

Job description

A leading financial institution in Jacksonville is looking for a Client Service Representative to provide exceptional customer service in an inbound call center environment. The ideal candidate will navigate multiple systems to address client inquiries and manage escalated situations with professionalism. This entry-level role requires strong communication skills, empathy, and the ability to work independently. It's a full-time position with a focus on client satisfaction and effective issue management.