Wealth Management Client Care- Service Representative jobs at Bank Of America in United States, Chandler
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Company (1)
Job type
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Job title (1)
United States
State
Chandler
19 jobs found
21.11.2024
BOA
Bank Of America Consumer Investments - Financial Service Representative United States, Arizona, Chandler
:is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training...
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...
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...
Demonstrates excellent client service skills through actively listen to incoming client phone calls regarding auto loan applications. Ensures compliance with all Customer Identification Program (CIP) and Know Your Customer (KYC)...
Responsible for risk reviews including management and coordination of complex technical internal and external audits, SOX, and external regulatory reviews. Applies technical knowledge to understand and address audit questions, coordinate...
Processes transactions according to established procedures and prescribed processes. Demonstrates operational discipline while handling routine and standard operational functions. Covers one or more operations functional areas, such as analyses, report...
End-to-end onboarding process; including systems, documentation, and follow-up. New account opening and maintenance. Phone coverage for assigned advisors. IAP enrollment and maintenance. Process and manage client servicing requests and account...
:is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training...
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