Bank of America · 12 hours ago
Wealth Management Client Servicing : Client Service Representative
Chandler, AZ
Full-time
Onsite
Entry Level
1+ years expBank of America is a leading provider of comprehensive wealth management and investment products and services. The Client Service Representative role focuses on delivering exceptional customer service to clients in an inbound call center environment, addressing inquiries and resolving issues related to accounts while adhering to policies and procedures.
Asset ManagementBankingFinanceFinancial ServicesFinTech
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 information
Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access
Qualification
Required
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
Strong analytical ability and organizational skills
Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
Proven ability to handle professionally and tactfully confrontational and/or stressful interactions and ability to de-escalate difficult client situations
Able to prioritize issues and handle several sensitive processes at once in a timely fashion
Must be able to work independently with minimal supervision, excellent decision-making skills, work for accuracy and must be able to meet deadlines
Ability to resolve problems and prevent client dissatisfaction
Handling escalated clients and demonstrates the ability to de-escalate when possible
Ability to manage/direct multiple functions effectively while delivering results
Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing environment
Ability to handle confidential matters and sensitive information in a responsible manner
Preferred
Currently holds or is pursuing a Bachelor's Degree
Experience in a call center and/or a financial/banking center
Client service experience
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2025-12-30
bloomberglaw.com
2025-12-30
2025-12-29
Company data provided by crunchbase