Client Service Representative - Merrill Wealth Management
Core
Providing exceptional customer service and operational support to clients and Financial Advisors via an inbound call center environment.
Role type
Client Service Representative (Wealth Management Support)
Builds
Efficient client service and account management operations for Merrill Wealth Management
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Account Management, Customer Service, Issue Management, Risk Management, Active Listening, Problem Solving, Attention to Detail, Microsoft Office Suite, Salesforce
Responsibilities
Receive and resolve inbound client calls regarding account maintenance and inquiries; Navigate multiple systems to provide accurate information on retail, retirement, and brokerage accounts; Handle escalated and complex client inquiries; Authenticate clients and adhere to policies to manage risk; Migrate clients to self-service delivery channels.