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
52 jobs found
30.03.2025
BOA
Bank Of America Merrill Client Billing - Account Management Ops Team Lead United States, Florida, Jacksonville
Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met. Provides day-to-day training and coaching to team members while addressing employee...
Communicate with Senior managers and Analytics executives to understand business problems to be analyzed and ensure the analysts deliver the appropriate summary and data required. Interact with business partners at...
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 clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Focuses daily on service to sales with existing Merrill clients....
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...
Provides clients with clear information and specific details on their retirement and benefit plans. Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders....
Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met. Provides day-to-day training and coaching to team members while addressing employee...
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