Client Service Representative

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 regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and / or online banking. 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.).

According to JobzMall, the average salary range for a Client Service Representative in 198 N Alma School Rd, Chandler, AZ 85224, USA is between $33,000 and $56,000 per year. The salary range is based on the experience level of the employee, the industry, and the company size.

Merrill, previously Merrill Lynch, is an American investing and wealth management division under the auspices of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and security dealings.