Client Service Representative - Merrill Wealth Management

Bank of America • Chandler, AZ

1d • Onsite

About The Position

Merrill Wealth Management is a provider of wealth management and investment products and services, offering goals-based advice and guidance for retirement, education, legacy, and other life goals. Its advisory teams combine Merrill investment insights with the banking convenience of Bank of America.

The Client Service Representative provides exceptional customer service in an inbound call center environment. The role receives calls from clients, branch offices, banking centers, and internal associates; follows bank policies and procedures; and uses critical thinking to determine appropriate resolutions. The representative provides account maintenance and resolves client requests accurately and promptly while demonstrating empathy. Merrill describes its work culture as in-office, with expectations and flexibility based on role responsibilities and business needs.

Requirements

• At least 1 year of customer service experience.
• Ability to learn and adapt to new information and technology platforms.
• Flexibility to work various shifts, which may include a weekend day.
• High school diploma, GED, secondary school, or equivalent.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.

Nice To Haves

• Currently holds or is pursuing a bachelor's degree.
• Experience in a call center and/or financial or banking center.

Responsibilities

• Navigate multiple applications, systems, tools, and resources to provide complete and accurate information about retail, retirement, and brokerage accounts.
• Handle escalated and complex account inquiries with care, resolving concerns promptly and delivering exceptional customer service.
• Manage risk by authenticating clients accurately, following policies and procedures, and identifying and escalating potential risk.
• Communicate effectively, empathetically, and professionally during client interactions.
• Use multiple systems to guide clients toward online and self-service channels for ongoing account access.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED