Life Services Financial Solutions Advisor jobs at Bank Of America in United States, Chandler
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חברה (1)
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
מסננים נוספים
נמצאו 17 משרות
07.07.2025
BOA
Bank Of America Financial Services Representative - Retirement Benefits United States, Arizona, Chandler
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...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
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....
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...
Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepening. Own management of client issues, research, and...
Business Operations Management. Customer Service Management. Prioritization. Reporting. Trade Operations Management. Data Collection and Entry. Data and Trend Analysis. Organizational Effectiveness. Process Management. Quality Assurance. Customer and Client Focus. Oral...
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...
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...
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