Client Services Representative - 2nd Shift jobs at Bank Of America in United States, Chandler
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Chandler
20 jobs found
09.06.2025
BOA
Bank Of America Client Service Associate United States, Arizona, Chandler
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...
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...
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)...
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...
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Responds to customer inquiries and concerns,...
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...
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...
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