Wealth Management Client Care- Service Representative 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
31 jobs found
08.08.2024
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...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
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...
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
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...
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...
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...
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