1 day old
2018-01-212018-02-20

Client Services Representative

Bank of America
Pennington, NJ
  • Job Code
    bankofamerica-17068085PenningtonNJ
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Company Bank of America

Job Title Client Services Representative

Jobid bankofamerica-17068085PenningtonNJ

Location: Pennington, NJ, 08534, USA

Description **Job Description:**



Associates will be providing service support for all Merrill Lynch GWIM brokerage and banking account products and service features through inbound calls from Advisory, MEAC and MESD clients regarding technical matters. The Associates are required to have a broad knowledge of the financial industry and an understanding of Merrill Lynch’s brokerage product, services and technology. Associates will also support clients utilizing the Working Capital Management Account (WCMA) and/or Business Investor Account (BIA) as well as clients with Merrill Lynch Card-related products. After the required training curriculum is successfully completed and a passing grade on both of the practical and written assessments is achieved, the Associate will begin servicing inbound client contacts. Associates may be required to solve problems and investigate/resolve a wide variety of issues and requests include gathering additional information, setting expectations and working with other support organizations to fulfill the request.



The Associates are required to provide complete and accurate information regarding all of Merrill Lynch’s brokerage and Bank of America banking products and services including but not limited to:



+ Account balances, holdings and activity

+ Fund Transfers

+ Merrill Lynch Online log-on, passwords reset, navigation and other functionality or trouble shooting

+ Statement reconciliation

+ Visa activity/deferred debit and rewards program rules and benefits

+ Web Bill Payment



The incumbent must consistently demonstrate excellent verbal and written skills and exhibit a strong commitment to customer satisfaction and service ownership via observable call management behaviors. Associates must also demonstrate a cooperative and professional work ethic while achieving the required call center metrics (example: handle time, adherence, service levels, quality monitoring, call tracking) that are utilized to evaluate their performance.



**Job responsibilities** :



+ Handle incoming Wealth Management (and MEAC, MESD Tech calls) client calls utilizing professional telephone and problem solving skills

+ Support Merrill Lynch Online (MLOL) navigation and functionality including but not limited to linking of accounts to MLOL and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the MLOL web-site and quicken downloads

+ Routine business account servicing including; Visa spending limit adjustment processing, card activations, PIN setups, stop payment processing, account maintenance

+ Responsible for ≥ 99.9 % accuracy in processing redemption transactions and adjustments on Visa Signature and Merrill + Credit Card accounts to prevent negative financial impact to the client and/or Merrill Lynch and their partners



**Additional job competencies:**



+ Professional Demeanor: Ability to conduct oneself with patience, composure, and appropriate attitude

+ Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client’s requests

+ Problem Solving and Decision Making Skills: Use good research and problem solving skills; know where to go to resolve problems

+ Initiative: Demonstrate a “self-starter” behavior and a willingness to help others

+ Communication Skills: Communicate effectively, actively listen and follow-up with questions and updates to involved parties



**Posting Date** : 10/05/2017



**Location** :

Pennington, NJ, HOPEWELL BLDG. 4, 1400 AMERICAN BLVD,

- United States



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 37.5



**Shift** : 1st shift



**Weekly Schedule** : Monday - Friday 8:00 am - 6:30 pm



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



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Client Services Representative

Bank of America
Pennington, NJ

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Bank of America
Pennington, NJ

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