Wealth Management Client 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
22 jobs found
29.06.2025
BOA
Bank Of America Sr Service Specialist United States, Florida, Jacksonville
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)...
Manages team workflow across various systems and provides process oversight and direction for accurate and timely completion of deliverables. Provides day-to-day training and coaching to team while addressing employee inquiries...
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures. Responds to moderately complex client inquiries via numerous channels...
: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...
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures. Responds to moderately complex client inquiries via numerous channels...
Performs standard transaction processing and reconciliation according to the established written guidelines and procedures. Responds to client inquiries via numerous channels to support operational efficiency and quality client service. Performs...
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...
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