Client Service Representative - Merrill Wealth Management

Back to search results Client Service Representative - Merrill Wealth Management Pennington, New Jersey Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Job Description:This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.WM Field Services is a critical service organization supporting Financial Advisors and Client Associates through the Merrill Service Network (MLSN). The team provides guidance and operational expertise across a wide range of client and account servicing needs, including account opening and maintenance, monetary transactions, asset transfers, platform support, and complex operational inquiries. Field Services teammates serve as trusted resources, helping navigate processes and platforms, troubleshoot issues, and connect the field with solutions that enable efficient service and a strong client experience. Responsibilities:Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account informationHandles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer serviceManages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential riskCommunicates effectively while offering empathy and demonstrating professionalism during all interactions with clientsNavigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access Required Qualifications:1+ years of customer service experienceHas the ability to learn and adapt to new information and technology platformsMust be flexible to work various shifts; Monday - Friday, 8:30 am - 6:30 pm EST; 40 hours per week Desired Qualifications:Currently holds or is pursuing a Bachelor's DegreeExperience in a call center and/or a financial/banking centerStrong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce Skills:Account ManagementCustomer and Client FocusIssue ManagementOral CommunicationsActive ListeningAdaptabilityProblem SolvingRisk ManagementAttention to DetailBusiness AcumenValuation Ethics and Practice Standards Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26036500 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. New Jersey pay and benefits information New Jersey pay range: $25.00 - $30.00 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved