Bank of America · 2 months ago
Wealth Management Client Services Credit Card - Client Service Representative
Chandler
Full-time
Onsite
Entry Level
1+ years expBank of America is a leading provider of comprehensive wealth management and investment products. The Client Service Representative role is responsible for providing exceptional customer service to clients in an inbound call center environment, handling inquiries and ensuring account maintenance while adhering to bank policies.
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
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
Can learn and understand technology to assist clients with the latest in Digital and Digital banking
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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