Financial Services Representative - Retirement Benefits jobs at Bank Of America in United States, Chandler
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United States
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Chandler
58 jobs found
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BOA
Bank Of America Production Services Specialist United States, Arizona, Chandler
Leads production support triage efforts, manages bridge line troubleshooting, engages in technical research, and escalates issues to leadership as needed. Ensures all impacts are accurately recorded and documented in the...
Business Operations Management. Customer Service Management. Prioritization. Reporting. Trade Operations Management. Data Collection and Entry. Data and Trend Analysis. Organizational Effectiveness. Process Management. Quality Assurance. Customer and Client Focus. Oral...
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...
Performs onboarding and maintenance of accounts and reviewing required account documentation. Responds to client inquiries via numerous channels to support operational efficiency and quality client service. Performs basic research, follow-up...
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....
Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments. Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual...
Performs onboarding and maintenance of accounts and reviewing required account documentation. Responds to client inquiries via numerous channels to support operational efficiency and quality client service. Performs basic research, follow-up...
Leads production support triage efforts, manages bridge line troubleshooting, engages in technical research, and escalates issues to leadership as needed. Ensures all impacts are accurately recorded and documented in the...
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