Financial Service Representative- Retirement jobs at Bank Of America in United States, Jacksonville
Discover your perfect match with Expoint. Search for job opportunities as a Financial Service Representative- Retirement in United States, Jacksonville and join the network of leading companies in the high tech industry, like Bank Of America. Sign up now and find your dream job with Expoint
Company (1)
Job type
Job categories
Job title (1)
United States
State
Jacksonville
42 jobs found
20.11.2024
BOA
Bank Of America Wealth Management Client Care- Service Representative United States, Florida, Jacksonville
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...
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy. Get training and one-on-one coaching from academy managers who are invested...
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...
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...
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
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...
Find your dream job in the high tech industry with Expoint. With our platform you can easily search for Financial Service Representative- Retirement opportunities at Bank Of America in United States, Jacksonville. Whether you're seeking a new challenge or looking to work with a specific organization in a specific role, Expoint makes it easy to find your perfect job match. Connect with top companies in your desired area and advance your career in the high tech field. Sign up today and take the next step in your career journey with Expoint.