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Bank Of America Wealth Management Client 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...
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...
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...
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...
Are you a technology-savvy professional who wants to join a cutting-edge firm in New York? Expoint is the ideal platform for Client Associates looking to join one of the leading tech companies in the United States. Client Associates are expected to contribute substantial expertise in the technical aspects of their role and must provide superior customer service.
As a Client Associate, you will work directly with clients in order to assist them with their professional needs. This includes providing support to clients via our personalized client management software, answering their questions in detail, and developing technical solutions to their unique problems. Additionally, you will be responsible for maintaining software and development, as well as promoting a positive user experience for each individual client or project.
The ideal candidate for this role will possess excellent customer service, communication, and problem solving skills. Moreover, proficiency in HTML, CSS, JavaScript, SQL, and other web-based programming languages is essential. A knowledge of mobile application development is a plus.
Expoint is the perfect platform for Client Associates who want to join one of the top technology companies in the United States. Our extensive client base and rigorous hiring process means you will get to work with the latest and greatest technologies and provide exceptional service to each and every one of our clients. Join Expoint today and become a Client Associate in the New York City area!