What Jobs are available for Client Relations Associate in Jacksonville?
Showing 5 Client Relations Associate jobs in Jacksonville
Private Wealth Management Relationship Specialist
32232 Jacksonville, Florida
Regions Bank
Posted 3 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage, investment, etc.) to affluent clients. This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team's effort to grow and retain clients.
**Primary Responsibilities**
+ Facilitates day to day basic transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
+ Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance
+ Responds to client requests for information and assists with basic inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities
+ Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ High School Diploma or GED and two (2) years general banking, paralegal, or client support experience OR a Bachelor's degree
**Preferences**
+ Bachelor's degree in a business related field
+ One (1) year of Private Wealth administration, Trust Support administration or related experience
+ Fundamental understanding of Wealth Management processes
**Skills and Competencies**
+ Proactive and thorough in developing comprehensive client correspondence.
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc)
+ Proven analytical and problem-solving skills, including attention to detail
+ Strong collaboration and relationship building skills
+ Strong organizational and customer service skills
+ Strong written and verbal communication skills
Trust experience preferred.
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
_Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$43,500.00 USD
**_Median:_**
$52,540.00 USD
**Incentive Pay Plans:**
This job is not incentive eligible.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Jacksonville Florida Main
**Location:**
Jacksonville, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposits, credit, mortgage, investment, etc.) to affluent clients. This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth management team's effort to grow and retain clients.
**Primary Responsibilities**
+ Facilitates day to day basic transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
+ Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance
+ Responds to client requests for information and assists with basic inquiries, within appropriate level of authority, including the processing of documentation for overdrafts and monitoring of various first line of defense risk activities
+ Supports sales efforts by assisting with information for scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ High School Diploma or GED and two (2) years general banking, paralegal, or client support experience OR a Bachelor's degree
**Preferences**
+ Bachelor's degree in a business related field
+ One (1) year of Private Wealth administration, Trust Support administration or related experience
+ Fundamental understanding of Wealth Management processes
**Skills and Competencies**
+ Proactive and thorough in developing comprehensive client correspondence.
+ Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc)
+ Proven analytical and problem-solving skills, including attention to detail
+ Strong collaboration and relationship building skills
+ Strong organizational and customer service skills
+ Strong written and verbal communication skills
Trust experience preferred.
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
_Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$43,500.00 USD
**_Median:_**
$52,540.00 USD
**Incentive Pay Plans:**
This job is not incentive eligible.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Jacksonville Florida Main
**Location:**
Jacksonville, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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0
Lead Client Support (Government)
32232 Jacksonville, Florida
AT&T
Posted 3 days ago
Job Viewed
Job Description
**Job Description:**
This is a customer facing position, no office requirement.
AT&T Public Sector Mobility is a trusted provider of Mobility Servies to State & Local, & Federal Government. We are dedicated to recruiting, developing and empowering a diverse, high-performing workforce that is passionate about what they do, committed to our shared values and dedicated to our customers' mission.
ATT has an opening for a Lead Client Support to serve as contact and reference point for channel support for complex systems and products, resolving intricate client issues and providing expertise on both standard and customizable product features to ensure exceptional customer satisfaction and long-term relationships.
**Key Roles and Responsibilities:** Typical tasks may include, but are not limited to, the following:
- **Customer Advocacy and Support:** Act as a customer advocate, providing prompt support to address client needs and issues.
- **Order and Billing Management:** Manage orders, billing processes, and develop operations; collaborate with systems teams for process improvements.
- **Implementation and Coordination:** Coordinate implementation processes and manage pre-sales and post-sales activities.
- **Data Integrity and Customer Satisfaction:** Maintain data integrity, manage customer data accurately, build strong relationships, and ensure customer satisfaction.
- **Contract Compliance and Training:** Review contract documents for compliance, coordinate supplier orders, and provide post-cutover training and product design/redesign.
**Required Qualifications:**
-Mastered the use of key tools associated with job function
-Ability to support remote and onsite deployment work
-Owns key projects end-to-end and demonstrates creative problem-solving skills
-Leader in Digital Advocacy Efforts
-Strong Project & Contract Management Skills
-Independently owns escalations without manager's involvement.
-Leveraged as peer resource demonstrating subject matter expertise in multiple areas of job-related functions
-Proactively identifies opportunity for sellers
**Desired Qualifications:**
+ Bachelor's degree (BS/BA) desired.
+ 5+ years of related experience.
+ Certification is required in some areas.
Our Lead Client Support's earn between:
$84,900 - $ (Tallahassee)
94,300 - 141,500 (Jacksonville)
Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.
**Joining our team comes with amazing perks and benefits:**
+ Medical/Dental/Vision coverage
+ 401(k) plan
+ Tuition reimbursement program
+ Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
+ Paid Parental Leave
+ Paid Caregiver Leave
+ Additional sick leave beyond what state and local law require may be available but is unprotected
+ Adoption Reimbursement
+ Disability Benefits (short term and long term)
+ Life and Accidental Death Insurance
+ Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
+ Employee Assistance Programs (EAP)
+ Extensive employee wellness programs
+ Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone
**Weekly Hours:**
40
**Time Type:**
Regular
**Location:**
Tallahassee, Florida
It is the policy of AT&T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&T will provide reasonable accommodations for qualified individuals with disabilities. AT&T is a fair chance employer and does not initiate a background check until an offer is made.
AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws
We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status
This is a customer facing position, no office requirement.
AT&T Public Sector Mobility is a trusted provider of Mobility Servies to State & Local, & Federal Government. We are dedicated to recruiting, developing and empowering a diverse, high-performing workforce that is passionate about what they do, committed to our shared values and dedicated to our customers' mission.
ATT has an opening for a Lead Client Support to serve as contact and reference point for channel support for complex systems and products, resolving intricate client issues and providing expertise on both standard and customizable product features to ensure exceptional customer satisfaction and long-term relationships.
**Key Roles and Responsibilities:** Typical tasks may include, but are not limited to, the following:
- **Customer Advocacy and Support:** Act as a customer advocate, providing prompt support to address client needs and issues.
- **Order and Billing Management:** Manage orders, billing processes, and develop operations; collaborate with systems teams for process improvements.
- **Implementation and Coordination:** Coordinate implementation processes and manage pre-sales and post-sales activities.
- **Data Integrity and Customer Satisfaction:** Maintain data integrity, manage customer data accurately, build strong relationships, and ensure customer satisfaction.
- **Contract Compliance and Training:** Review contract documents for compliance, coordinate supplier orders, and provide post-cutover training and product design/redesign.
**Required Qualifications:**
-Mastered the use of key tools associated with job function
-Ability to support remote and onsite deployment work
-Owns key projects end-to-end and demonstrates creative problem-solving skills
-Leader in Digital Advocacy Efforts
-Strong Project & Contract Management Skills
-Independently owns escalations without manager's involvement.
-Leveraged as peer resource demonstrating subject matter expertise in multiple areas of job-related functions
-Proactively identifies opportunity for sellers
**Desired Qualifications:**
+ Bachelor's degree (BS/BA) desired.
+ 5+ years of related experience.
+ Certification is required in some areas.
Our Lead Client Support's earn between:
$84,900 - $ (Tallahassee)
94,300 - 141,500 (Jacksonville)
Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.
**Joining our team comes with amazing perks and benefits:**
+ Medical/Dental/Vision coverage
+ 401(k) plan
+ Tuition reimbursement program
+ Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
+ Paid Parental Leave
+ Paid Caregiver Leave
+ Additional sick leave beyond what state and local law require may be available but is unprotected
+ Adoption Reimbursement
+ Disability Benefits (short term and long term)
+ Life and Accidental Death Insurance
+ Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
+ Employee Assistance Programs (EAP)
+ Extensive employee wellness programs
+ Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone
**Weekly Hours:**
40
**Time Type:**
Regular
**Location:**
Tallahassee, Florida
It is the policy of AT&T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&T will provide reasonable accommodations for qualified individuals with disabilities. AT&T is a fair chance employer and does not initiate a background check until an offer is made.
AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws
We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status
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1
Lead Holistic Wellness Coach - Remote Client Support
32205 Jacksonville, Florida
$80000 Annually
WhatJobs Direct
Posted 1 day ago
Job Viewed
Job Description
Our client is seeking an experienced and certified Lead Holistic Wellness Coach to guide and inspire individuals on their journey to optimal well-being. This is a fully remote position, enabling you to connect with and support clients from anywhere in the US. You will be responsible for developing personalized wellness plans, providing one-on-one coaching sessions, and facilitating group workshops focused on nutrition, mindfulness, stress management, and lifestyle adjustments. The ideal candidate will possess a deep understanding of holistic health principles, evidence-based wellness practices, and behavioral change strategies. You must have excellent communication, active listening, and motivational skills, with a genuine passion for empowering others to achieve their health goals. Your responsibilities will include assessing client needs, setting achievable objectives, tracking progress, and adapting coaching strategies as required. We are looking for a leader who can mentor other coaches, contribute to curriculum development, and ensure the highest quality of service delivery. Experience with virtual coaching platforms and digital health tools is essential. This role requires a strong ability to foster trust and create a supportive, non-judgmental environment for clients. You will play a key role in promoting a comprehensive approach to health that encompasses mind, body, and spirit. The successful candidate will hold relevant certifications (e.g., NBHWC, ACE) and have a minimum of 5 years of experience in health coaching or a related field. A background in nutrition, fitness, or mental health is advantageous. This is a highly rewarding opportunity to impact lives positively and contribute to a growing field of wellness. You will be instrumental in helping clients cultivate sustainable healthy habits and achieve profound personal transformation. The position is located in Jacksonville, Florida, US , but the role is entirely remote.
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Apply Now
2
Wealth Management Field Support - Client Service Representative
32232 Jacksonville, Florida
Bank of America
Posted today
Job Viewed
Job Description
Wealth Management Field Support - Client Service Representative
Jacksonville, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
_Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance._
_Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America._
_Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._
_At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused._
**Job Description:**
This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.
**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
**Required Qualifications:**
+ 1+ years of customer service experience
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
+ Good team player, enthusiastic, and committed
+ Ability to work under pressure
+ Can learn and understand technology to assist clients with the latest in Digital and Digital banking
+ Experience verbally delivering complex information clearly, concisely, and understandable to the client, while quickly establishing rapport and exuding positivity and confidence
+ Must have experience with gathering, absorbing, and using facts / information to make effective decisions and develop sustainable solutions to problems and deescalate issues
+ Proficiency in Microsoft Word and Excel
+ Has the ability to learn and adapt to new information and fully adhere to process, policies, procedures, laws, and regulatory requirements during all interactions, while working in a fast-paced production environment
+ Comfortable receiving ongoing performance feedback and coaching
+ Must be flexible to work various shifts; Monday - Friday, 8:30 am - 6:30 pm EST; 40 hours per week
**Desired Qualifications:**
+ Experience in a call center or a financial/banking center
+ Knowledge of financial terms and concepts
**Skills:**
+ Account Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Active Listening
+ Adaptability
+ Problem Solving
+ Risk Management
+ Attention to Detail
+ Business Acumen
+ Valuation Ethics and Practice Standards
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
**For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Jacksonville, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
_Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance._
_Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America._
_Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._
_At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused._
**Job Description:**
This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.
**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
**Required Qualifications:**
+ 1+ years of customer service experience
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
+ Good team player, enthusiastic, and committed
+ Ability to work under pressure
+ Can learn and understand technology to assist clients with the latest in Digital and Digital banking
+ Experience verbally delivering complex information clearly, concisely, and understandable to the client, while quickly establishing rapport and exuding positivity and confidence
+ Must have experience with gathering, absorbing, and using facts / information to make effective decisions and develop sustainable solutions to problems and deescalate issues
+ Proficiency in Microsoft Word and Excel
+ Has the ability to learn and adapt to new information and fully adhere to process, policies, procedures, laws, and regulatory requirements during all interactions, while working in a fast-paced production environment
+ Comfortable receiving ongoing performance feedback and coaching
+ Must be flexible to work various shifts; Monday - Friday, 8:30 am - 6:30 pm EST; 40 hours per week
**Desired Qualifications:**
+ Experience in a call center or a financial/banking center
+ Knowledge of financial terms and concepts
**Skills:**
+ Account Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Active Listening
+ Adaptability
+ Problem Solving
+ Risk Management
+ Attention to Detail
+ Business Acumen
+ Valuation Ethics and Practice Standards
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
**For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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View Now
3
Account Management Intern
Jacksonville Beach, Florida
Adjective & Co.
Posted today
Job Viewed
Job Description
Job Description
Additional Information
Job Description
Company Description
Adjective & Co. is a modern boutique branding and advertising agency headquartered in Jacksonville Beach, Florida with a satellite office in New York. Adjective specializes in brand strategy, design, brand identity, advertising, social media and web design/development. The “un-agency” was recently named “Small Agency of the Year” in Southeast by Ad Age and Inc. Magazine's “Top 50 Best Workplaces in the Nation” two years in a row. (Drop the mic.) Notable clients include the New York Islanders, THE PLAYERS, Whalebone Media, Ascension St. Vincent’s Healthcare, and ICEMULE Coolers.
- The Un-agency
- Ad Age’s 2018 "Small Agency of the Year", Southeast Gold
- Inc. Magazine's "Top 50 Best Workplaces in the U.S." 2017, 2018
- We only work with clients that "don't suck"
- Kick-ass client list
- Not on Facebook
- Awesome office at the beach overlooking the ocean
- Atmosphere of pure energy
- Love coming to work. Hate leaving.
- Award-winning creative
- Part-time underground fight club on the roof
- Always expect the best
- Out to take over the world
You tell us. Since, this is a "general" position, tell us what you could contribute to Adjective & Co. and why you would be a good fit here. We're all ears.
QualificationsYou tell us. Go on, humblebrag about all that experience of yours.
Additional Information
Tips:
- Have a well-designed resume with no typos
- Provide social handles
- Do your research
- Get on your A-game
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