Wealth Management Client Support Specialist

Bank of America; Manassas (VA); Sur place; USD 52 000 - 62 000; Plein temps

Résumé du poste

Bank of America’s Merrill Wealth Management team seeks a Customer Service Associate to deliver exceptional service in an inbound call center. You will handle client inquiries from branches and clients, adhere to policies, and resolve requests with empathy.

The role supports Financial Advisors and Client Associates, enabling online self-service and accurate account maintenance, with a focus on risk-aware, timely resolutions.

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; Mon–Fri, 8:30 am – 6:30 pm EST; 40 hours per week

Responsabilités

• Navigates through applications and systems to provide accurate information on client inquiries across retail, retirement, and brokerage accounts
• Handles escalated inquiries with care to resolve concerns promptly
• Authenticates clients and adheres to policies to manage risk
• Communicates effectively with empathy and professionalism
• Migrates clients to online/self-service delivery channels for continuous access

Connaissances

Account Management

Customer Focus

Issue Management

Oral Communications

Active Listening

Adaptability

Problem Solving

Risk Management

Attention to Detail

Business Acumen

Valuation Ethics

Formation

High School Diploma

Outils

Microsoft Word

Excel

PowerPoint

Salesforce

Description du poste

Bank of America’s Merrill Wealth Management team seeks a Customer Service Associate to deliver exceptional service in an inbound call center. You will handle client inquiries from branches and clients, adhere to policies, and resolve requests with empathy.

The role supports Financial Advisors and Client Associates, enabling online self-service and accurate account maintenance, with a focus on risk-aware, timely resolutions.