Merrill Edge Life Services Support Operations Processor 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
17 jobs found
09.06.2025
BOA
Bank Of America Life Services Financial Representative United States, Arizona, Chandler
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....
::This job is responsible for providing prospects and self directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities...
Performs onboarding and maintenance of accounts and reviewing required account documentation. Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service. Reviews and...
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...
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...
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....
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