Life Services Financial Solutions Advisor jobs at Bank Of America in United States, Chandler
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United States
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Chandler
13 jobs found
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BOA
Bank Of America Life Services Financial Solutions Advisor United States, Arizona, Chandler
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...
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...
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...
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...
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...
Management of incident and problem tickets through the enterprise ITSM tool. Actively engage and lead production support issues/incidents. Takes ownership of escalations and perform trouble shooting, analysis, research and resolution....
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...
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...
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