Bank of America · 3 days ago
Financial Services Representative - Retirement and Benefits-FL
Jacksonville
Full-time
Onsite
Entry Level
1+ years expBank of America is a leading provider of comprehensive wealth management and investment products and services. The Financial Services Representative is responsible for servicing corporate-sponsored retirement and benefit plans, providing exceptional client care, and guiding clients towards their financial goals.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access
Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Qualification
Required
Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence
Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections
Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Ability to handle confidential matters and sensitive information in a responsible manner
Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives
Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
Applies strong critical thinking and problem-solving skills to meet clients' needs
Ability to work under pressure
Can learn and understand technology to assist clients with the latest in Digital and Digital banking
Comfortable receiving ongoing performance feedback and coaching
Ability to learn and adapt to new information and technology platforms
Must be flexible to work various shifts which may include a weekend day
Preferred
Bilingual Spanish
Benefits
$2500 bonus, in accordance with terms and conditions set forth in the offer letter.
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
2026-01-13
Company data provided by crunchbase