Customer Service jobs in United States, Florida, Jacksonville

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

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 on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access

Skills:

Account Management
Customer and Client Focus
Issue Management
Oral Communications
Active Listening
Adaptability
Problem Solving
Risk Management
Attention to Detail
Business Acumen
Valuation Ethics and Practice Standards

High School Diploma / GED / Secondary School or equivalent

These jobs might be a good fit

Bank Of America Client Service Representative - Year United States, Florida, Tampa

Bank Of America Wealth Management Client Service Representative United States, Florida, Jacksonville

Bank Of America Wealth Management Client Service Representative United States, Florida, Jacksonville

Bank Of America Account Management Ops Representative - Year United States, Florida, Jacksonville

19.11.2025

Bank Of America Sr Service Specialist - Card Digital Services United States, Florida, Jacksonville

Share

Providing technical support to our clients via telephone in support of queries relating to a variety of card-based systems, managing through to resolution with both internal and 3rd party vendor...

This job is responsible for servicing inquires received from Treasury clients via phone, email, or online channels regarding their treasury, cash management, card, merchant and depository products. Key responsibilities include analyzing and determining appropriate handling and resolution of requests. Job expectations include partnering with internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support.

Responsibilities:

Providing technical support to our clients via telephone in support of queries relating to a variety of card-based systems, managing through to resolution with both internal and 3rd party vendor teams.
Possessing a passion and urgency to serve our clients and operate as a client advocate
Researching problems, investigating technical errors, and troubleshooting complex queries for clients.
Assisting Clients with running and building reports and helping to reconcile financial data inconsistencies.
Being consistently focused on delivering quality responses with customer service and adherence to bank policies and procedures at the front of mind.
Working independently with strong organizational skills to overcome challenges with requests and ensures our clients’ needs are satisfied
Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardize client experience
Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.
Works collaboratively with other teams to resolve client issues.
Identifies and escalates risks and issues when necessary.

Key Responsibilities:

Service and support of simple and complex requests/inquiries from external clients via phone and email channel with an in depth understanding of self service applications used by clients.

Commercial card experienceor 1-2 years Banking/Financial industry experience.
Client facing experience
Excellent verbal & written communication skills
Strong problem solving & analytical skills
Positive & willing to learn approach
Ability to convey a professional, courteous, and positive attitude when dealing with clients and internal business partners
Self-motivated and results-oriented
Must have active listening skills
Must have critical thinking skills
Multitasking (i.e. ability to navigate multiple computer systems while interacting with the customer)
Experience with Microsoft Office Suite products like Microsoft Outlook, Microsoft Excel , Microsoft PowerPoint, Microsoft Word

These jobs might be a good fit

19.11.2025

Bank Of America Sr Service Specialist - Commercial Card Servicing United States, Florida, Jacksonville

Share

2-3 years previous experience working directly with clients in a Call Center environment. Self-starter and independent worker, ability to work with minimum supervision. Must have excellent written communication skills with...

This job is responsible for servicing inquires received from Treasury clients via phone, email, or online channels regarding their treasury, cash management, card, merchant and depository products. Key responsibilities include analyzing and determining appropriate handling and resolution of requests. Job expectations include partnering with internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support.

LOB Job Description:

Responsible for day to day servicing of Commercial and Large Corp Card clients, varying in complexity. Provides servicing assistance related to general inquiries and research related requests.

Key Responsibilities:

Service and support of simple and complex requests/inquiries from external clients via phone channel with an in depth understanding of Commercial Card products used by clients.

Required Qualifications:

2-3 years previous experience working directly with clients in a Call Center environment.
Self-starter and independent worker, ability to work with minimum supervision.
Must have excellent written communication skills with demonstrated client focus.
Superior follow through and initiative.
Highly organized, adapt at time management, and problem/solving/analytical.
Advanced skills within Microsoft applications.
Must be client focused, a team player, with effective communication skills and professionalism through use of proper phone etiquette.
Ability to exercise good judgement and sound-decision making skills a must.
Must foster teamwork by helping to create and maintain strong morale: cooperate with team members to resolve problems and achieve goals.
Ability to work in fast- paced, team environment.
Microsoft Office, Excel proficiency.

Other Qualifications:

Exercises judgment and discretion with respect to client escalations and problem resolution.
Experience in Commercial Card Servicing.
Sharp desk and time management skills.
Works well in a team environment.
Call center experience is highly recommended.

These jobs might be a good fit

16.09.2025

Bank Of America Wealth Management Client Service Representative United States, Florida, Jacksonville

Share

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...

2nd shift (United States of America)

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

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 on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
Navigates multiple systems to migrate clients to on-line and self-delivery channels that enable constant account access

Desired Qualifications:

Experience in a call center and/or a financial/banking center
Customer service experience

Skills:

Account Management
Customer and Client Focus
Issue Management
Oral Communications
Active Listening
Adaptability
Problem Solving
Risk Management
Attention to Detail
Business Acumen
Valuation Ethics and Practice Standards

High School Diploma / GED / Secondary School or equivalent

These jobs might be a good fit

08.09.2025

Bank Of America Client Service Associate United States, Florida, Jacksonville

Share

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...

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

Client Service Associates will be co-located at a central site, and report into theClient Service Managerand provide shared support for advisors who have a short term need.

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 of CAs supporting specific advisors and their clients. CSA’s may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.

Responsibilities include:

End-to-end onboarding process; including systems, documentation, and follow-up
New account opening and maintenance
Phone coverage for assigned advisors
IAP enrollment and maintenance
Process and manage client servicing requests and account maintenance
Drive digital client engagement
Use Salesforce to track daily activities

Required Qualifications:

1+ years' experience working in a client servicing operations capacity or banking/ financial industry
Proficient in Microsoft Word, Excel

Desired Qualifications:

Undergraduate Degree
Knowledge of investment and banking products, policies & procedure
The candidate should respond well to changing and evolving job duties and expectations.
Strong technological skills are desired
Bilingual – Spanish
Bilingual - Mandarin Chinese
Bilingual - Portuguese

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Time Management
Organizational
Detail Oriented

High School Diploma / GED / Secondary School or equivalent

These jobs might be a good fit

24.08.2025

Bank Of America Client Service Associate United States, Florida, Jacksonville

Share

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...

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

Client Service Associates will be co-located at a central site, and report into theClient Service Managerand provide shared support for advisors who have a short term need.

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 of CAs supporting specific advisors and their clients. CSA’s may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.

Responsibilities include:

End-to-end onboarding process; including systems, documentation, and follow-up
New account opening and maintenance
Phone coverage for assigned advisors
IAP enrollment and maintenance
Process and manage client servicing requests and account maintenance
Drive digital client engagement
Use Salesforce to track daily activities

Required Qualifications:

1+ years' experience working in a client servicing operations capacity or banking/ financial industry
Proficient in Microsoft Word, Excel

Desired Qualifications:

Undergraduate Degree
Knowledge of investment and banking products, policies & procedure
The candidate should respond well to changing and evolving job duties and expectations.
Strong technological skills are desired
Bilingual – Spanish
Bilingual - Mandarin Chinese
Bilingual - Portuguese

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Time Management
Organizational
Detail Oriented

High School Diploma / GED / Secondary School or equivalent

These jobs might be a good fit

23.08.2025

IE-

Intercontinental Exchange - ICE Client Support Associate MLS Multiple Listing Service United States, Florida, Jacksonville

Share

Performs customer support functions via phone and email. Reviews legal descriptions to establish identity of property. Researches and gathers information for tax issues, e.g., delinquent tax lawsuits, delinquent and/or missing...

Job Purpose

Products supported include: MLS, Paragon, Paragon Connect

Responsibilities

Performs customer support functions via phone and email
Reviews legal descriptions to establish identity of property
Researches and gathers information for tax issues, e.g., delinquent tax lawsuits, delinquent and/or missing tax bills
Investigates property value and/or property exemption discrepancies
Researches tax and fee discrepancies for mortgage closings, title issues
Keeps abreast of changes in state property tax/fee laws
Performs other related duties as assigned.

Knowledge and Experience

A high school diploma or GED is required for this role
Requires one (1) year customer support/help desk experience, mortgage servicing or origination experience
Real Estate experience preferred
Excellent customer service skills
Ability to apply knowledge from one situation to the next to solve problems
Ability to handle projects commensurate with job expectations
Requires excellent presentation, writing, organizational, analytical, and problem-solving skills
Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally
Excellent oral and written communication skills
Flexibility, versatility, dependability
Ability to prioritize and manage work in fast paced high volume environment