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, Problem Solving, Attention to Detail, System Navigation, Policy Adherence
Preferred skills
Financial/Banking Call Center Experience, Microsoft Office Suite, Salesforce, Bachelor's Degree
Responsibilities
Receive and resolve inbound client calls regarding account maintenance and transactions; Navigate multiple systems to provide accurate information on retail, retirement, and brokerage accounts; Handle escalated and complex client inquiries; Authenticate clients and manage risk; Migrate clients to self-service delivery channels
Seniority
Entry-level to Mid-level, hands-on IC