Monday , February 26 2024

Bofa Careers – Client Services Representative

Website Bank of America

Job Description:

As a Retirement Benefits Client Services Representative (CSR) you’ll 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).

Job Responsibilities:

  • 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

Job Requirements:

  • 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
  • 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
  • Experience working in a client focus environment
  • Knowledge of financial terms and concepts

Job Details:

Company: Bank of America

Vacancy Type:  Full Time

Job Location: Jacksonville, FL, US

Application Deadline: N/A

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