
Client Service Representative
Effectively educate, promote and guide clients through our online and mobile self-service capabilities at every opportunity. Provide clients with clear, complete and accurate responses to their questions and inquiries at point of call. Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risks -Error-free and timely processing of client requests (i.e. cred card payments, transfers within accounts, setting up online banking access, credit or debit card activation, etc.). Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research and resolve issues with client accounts. Display passion, commitment and deliver an experience that improves our customers’ financial lives. As a Wealth Management Client Services Representatives you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Merrill Wealth Management clients.
Experience effectively deescalating customer concerns and handling objections
Proven experience fully adhering to process, policies, procedures, laws and regulatory requirements
Must be flexible to work various shifts; including Saturdays and Sundays
Time Management
MS Excel
MS Word
Customer Service skills
Record Keeping Skills
Verbal communication
written communication
Attention to detail
Multitasking Skills
Adaptability
According to JobzMall, the average salary range for a Client Service Representative in 3410 W Chandler Blvd, Chandler, AZ 85226, USA is between $45,000 and $60,000 per year. This salary range may vary based on experience, qualifications, company size, and other factors.
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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