Client Service Associate jobs at Bank Of America in United States, Jacksonville
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Jacksonville
14 jobs found
24.08.2025
BOA
Bank Of America Client Service Associate United States, Florida, Jacksonville
The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). You will be part of a team...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services....
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
FINRA Securities Industry Essentials Examination (SIE), Series 7 & Series 63 licenses. One or more years of call center experience. Minimum of one year experience verbally delivering complex information clearly,...
Receives and responds to client and partner requests received by email, phone, chat or workflow system. Engage with customers, begin a conversation, build rapport, handle objections,. Analyzes, researches and resolves...
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)...
The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). You will be part of a team...
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