1+ months

Client Services Representative 401(k) - 2nd Shift

Jacksonville, FL 32232
Client Services Representative 401(k) - 2nd Shift



Jacksonville, Florida;Chandler, Arizona



**Job Description:**



*Multiple Shifts Available*



Job Site Locations: Jacksonville, FL, Pennington, NJ & Chandler, AZ



**Role Overview**



As a Retirement BenefitsClient Services Representative (CSR)youll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans).



**What youll do**



As a Retirement Benefits representative you will provide first-call resolution and will be responsible for:



Providing clients with clear information and specific details on their retirement and benefit plans

Error-free processing of financial transactions including stock, money market and mutual fund trades

Demonstrating professionalism, trust and teamwork

Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients questions and inquiries

Proactively identifying and escalating risks and seeking opportunities to improve the customer experience

Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access



**Required Skills & Experience (minimum qualifications)**



+ Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

+ Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information

+ Proven ability to professionally and tactfully handle confrontational and/or stressful interactions

+ Demonstrated written communication skills with the ability to type error-free, clear, descriptive and succinct instructions and responses, while being proficient on the keyboard

+ Proven experience with effectively reviewing documentation/files, quickly identifying errors and taking action to resolve the errors

+ Must have experience gathering, absorbing and using facts/information to make effective and timely decisions

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

+ Must be able to succeed in an environment in which you are constantly being held accountable for metrics



**Desired Skills & Experience**



+ Experience working in a client focus environment

+ Knowledge of financial terms and concepts

+ Understanding of retirement plans and products



**Job Band:**



H7



**Shift:**



2nd shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



**Referral Bonus Amount:**



600



**Job Description:**



*Multiple Shifts Available*



Job Site Locations: Jacksonville, FL, Pennington, NJ & Chandler, AZ



**Role Overview**



As a Retirement BenefitsClient Services Representative (CSR)youll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans).



**What youll do**



As a Retirement Benefits representative you will provide first-call resolution and will be responsible for:



Providing clients with clear information and specific details on their retirement and benefit plans

Error-free processing of financial transactions including stock, money market and mutual fund trades

Demonstrating professionalism, trust and teamwork

Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients questions and inquiries

Proactively identifying and escalating risks and seeking opportunities to improve the customer experience

Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access



**Required Skills & Experience (minimum qualifications)**



+ Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

+ Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information

+ Proven ability to professionally and tactfully handle confrontational and/or stressful interactions

+ Demonstrated written communication skills with the ability to type error-free, clear, descriptive and succinct instructions and responses, while being proficient on the keyboard

+ Proven experience with effectively reviewing documentation/files, quickly identifying errors and taking action to resolve the errors

+ Must have experience gathering, absorbing and using facts/information to make effective and timely decisions

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

+ Must be able to succeed in an environment in which you are constantly being held accountable for metrics



**Desired Skills & Experience**



+ Experience working in a client focus environment

+ Knowledge of financial terms and concepts

+ Understanding of retirement plans and products



**Shift:**



2nd shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-22028449



Band: H7



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Kaia Townsend



Referral Bonus:



600



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2022-04-22 Expires: 2022-06-04

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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Client Services Representative 401(k) - 2nd Shift

Bank of America
Jacksonville, FL 32232

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