Financial Services Representative - Retirement Benefits jobs at Bank Of America in United States, Chandler
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Chandler
22 jobs found
07.07.2025
BOA
Bank Of America Financial Services Representative - Retirement Benefits United States, Arizona, Chandler
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
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...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Focuses daily on service to sales with existing Merrill clients....
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures. Responds to moderately complex client inquiries via numerous channels...
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...
Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepening. Own management of client issues, research, and...
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
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