Client Service Representative
Posted on: 20 Mar 2021
Chandler, AZ
Job Description
Job Description:
Job Description:
Wealth Management Client Service Representative provides exceptional client service support to Advisory Partners, MESD and MEAC clients requesting retail, retirement and brokerage account products/service features through inbound calls. Inquiries and maintenance are requested for Credit Card, Banking and Brokerage, Online Banking and MyMerrill accounts and their associated products and features.
Associate is required to provide complete and accurate information regarding all Merrill Lynchs brokerage and Bank of America banking products and services including but not limited to:
* Trade Activity/Quote
* Balances
* Statement/Fees
* Check/Deposit Related Inquiries
* Funds Transfer Service
* Account Maintenance
* Visa/Rewards
* Online
* Web Bill Pay/Quicken
Job responsibilities:
* Associate must consistently demonstrate excellent verbal and written skills and exhibit a strong commitment to the client experience and service ownership via observable call management behaviors. Key metrics to evaluate performance include quality monitoring, client satisfaction, handle time, adherence, quality monitoring and call tracking
* Handle incoming Wealth Management (and MEAC, MESD Tech calls) client calls utilizing professional telephone and problem solving skills
* Routine business account servicing includes; visa spending limit adjustment processing, card activations, PIN setups, stop payment processing, account maintenance and inquiry
* Support Merrill Lynch Online (MLOL) navigation and functionality including but not limited to linking of accounts to MLOL and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the MLOL web-site and quicken downloads
Required skills:
* Previous experience in a client-facing role
* Dependable, results-driven and achievement-focused
* Ability to work with multiple applications simultaneously and troubleshoot client issues
* Strong critical-thinking, logic and problem-solving skills
* Detail-oriented and highly adaptable to change while receiving regular feedback
* Comfortable in a fast-paced work environment while continuously learning on the job.
Desired skills:
* 1-2 years of experience in a client focused service role
* Bachelors degree preferred
* Required to work from the primary work location listed when not in remote operating stance
* Initially you may be required to work from home and/or remotely in this role:
* Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
* Sufficient room to set up a laptop, monitor, keyboard and mouse
* Comfortable space to work for a full shift
* Quiet, private and SECURE space in which to work
Shift:
2nd shift (United States of America)
Hours Per Week:
40
Bank of America
Charlotte, NC
Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small- and middle-market businesses, institutional investors, large corporations, and governments worldwide. It operates through four segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking, and Global Markets. The Consumer Banking segment offers traditional and money market savings accounts, CDs and IRAs, noninterest- and interest-bearing checking accounts, and investment accounts and products; and credit and debit cards, residential mortgages, and home equity loans, as well as direct and indirect loans, such as automotive, recreational vehicle, and consumer personal loans.
This segment provides its products and services through approximately 4,300 financial centers; 16,300 ATMs; call centers; and digital banking platforms. The GWIM segment offers investment management, brokerage, banking, and trust and retirement products; and wealth management solutions targeted to high net worth and ultra high net worth clients, as well as customized solutions to meet clients’ wealth structuring, investment management, and trust and banking needs, including specialty asset management services.
The Global Banking segment provides lending products and services, including commercial loans, leases, commitment facilities, trade finance, and real estate and asset-based lending; treasury solutions, such as treasury management, foreign exchange, and short-term investing options; working capital management solutions; and debt and equity underwriting and distribution, and merger-related and other advisory services.
The Global Markets segment offers market-making, financing, securities clearing, settlement, and custody services, as well as risk management, foreign exchange, fixed-income, and mortgage-related products. Bank of America Corporation was founded in 1874 and is headquartered in Charlotte, North Carolina.
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IndustryBanking/Financial Services
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No. of Employees205,000
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Website
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Jobs Posted2694
