Bank of America Wealth Management Client Services Representative in Chandler, Arizona
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 Lynch’s brokerage and Bank of America banking products and services including but not limited to:
Check/Deposit Related Inquiries
Funds Transfer Service
Web Bill Pay/Quicken
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
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
- 1-2 years of experience in a client focused service role
Posting Date : 07/07/2017
Location : US-AZ-Chandler
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 2nd shift
Weekly Schedule : 1st, 2nd, & 3rd shifts available
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