1+ months

Financial Advisor Support Role

Chandler, AZ 85286
  • Jobs Rated
**Job Description:**

Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem solving skills. Accountabilities include but are not limited to providing account balances and activity, deposit rates, checking information, internal systems assistance, explaining and processing transactions. Recommend some previous experience in the customer service field but not required. Elevated service issues handled by experienced associates or above.

Role Overview:

As a Financial Advisor Support Representative you will be working in an inbound contact center providing information and guidance to our Merrill Lynch branch office partners on our various banking products/services (i.e. deposit accounts, CDs, IRAs, loans etc.)

As a Financial Advisor Support Representative you will be responsible for:

Providing Merrill Lynch branch office partners with clear, complete and accurate responses to their questions and inquiries regarding our banking products/services

Guiding the partners through how to use internal tools/resources to support their clients

Error-free and timely processing of banking inquiries and various requests

Accurate submission of requests to be fulfilled by other teams (i.e. copies of statements, account maintenance, product changes etc.)

Navigating through multiple applications and tools to research and resolve issues with client accounts

Establishing strong working relationships and effective partnerships with the Merrill Lynch branch office partners

Proactively identifying and escalating risks and seeking opportunities to improve the client experience.

**Required skills:**

+ Minimum one year proven experience verbally delivering complex information clearly, concisely and understandable to clients/recipients, while quickly establishing trust and exuding positivity and confidence

+ Must have experience gathering, absorbing and using facts/information to make effective decisions and develop sustainable solutions to problems/issues

+ Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures

+ Must be disciplined, focused and committed to identifying and escalating risks, providing an exceptional customer experience, delivering quality work and seeking process improvement opportunities.

**Desired skills:**

+ Knowledge of banking products (i.e. deposit accounts, CDs, IRAs, loans etc

**Posting Date** : 06/20/2019

**Location** :


- United States

**Travel** : No

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

**Hours Per Week** : 40

**Shift** : 1st shift

**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.


  • Banking / Finance

Jobs Rated Reports for Financial Advisor

Posted: 2019-06-24 Expires: 2019-08-22

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Financial Advisor Support Role

Bank of America
Chandler, AZ 85286

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