Wealth Management Client Service Representative

Bank of America - Jacksonville, FL

Full-time - Entry Level

Jacksonville, FL

Credit Intermediation and Related Activities

About the position

The Wealth Management Client Service Representative at Bank of America is responsible for delivering exceptional customer service in an inbound call center environment. This role involves handling client inquiries related to retail, retirement, and brokerage accounts, ensuring compliance with bank policies, and resolving issues effectively while demonstrating empathy and professionalism.

Responsibilities

• Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information.
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service.
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk.
• Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients.
• Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access.

Requirements

• High School Diploma / GED / Secondary School or equivalent
• Must be a current Year Up intern with Bank of America.

Nice-to-haves

• 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

Benefits

• Competitive benefits to support physical, emotional, and financial well-being.