471 Client Service jobs in Jacksonville

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.

Job Description: Client Service Associates will be co-located at a central site, and report into the Client Service Manager and provide shared support for advisors who have a short term need.

The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). You will be part of a team of CAs supporting specific advisors and their clients. CSA's may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management. Responsibilities include:

• End-to-end onboarding process; including systems, documentation, and follow-up
• New account opening and maintenance
• Phone coverage for assigned advisors
• IAP enrollment and maintenance
• Process and manage client servicing requests and account maintenance
• Drive digital client engagement
• Use Salesforce to track daily activities

Required Qualifications:

• 1+ years' experience working in a client servicing operations capacity or banking/financial industry
• Proficient in Microsoft Word, Excel

Desired Qualifications:

• Undergraduate Degree
• Knowledge of investment and banking products, policies & procedure
• The candidate should respond well to changing and evolving job duties and expectations.
• Strong technological skills are desired
• Bilingual Spanish
• Bilingual - Mandarin Chinese
• Bilingual - Portuguese

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Time Management
• Organizational
• Detail Oriented
• Multi-tasking

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America) Hours Per Week: 37.5

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.

The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Service, Animal Care, Retail, Client

Essential Functions: Customer service functions, including greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Scheduling and confirming appointments. Placing outbound calls for follow-ups and reaching out to prospective clients. Presenting and explaining fees, including processing payments. Recommending, selecting, and obtaining products and services, including prescriptions. Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). Managing medical records, charts, reports, and correspondence.

Qualifications: At least one year of proven past experience helping customers. High School Diploma/GED or equivalent. Excellent listening and communication skills. Compassion for pets and peopleas well as awareness and understanding of others' reactions. Proven decision-making skills to choose the most appropriate course of action. The ability to integrate new information into problem-solving. Proficiency in Microsoft Office. Willingness to work non-traditional hours, including nights, weekends, and holidays. The ability to lift up to 40 lbs. and be exposed to hazards associated with pets such as allergies, contagious diseases, noises, odors, bites, scratches, and animal waste.

Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision, and paid vacation/sick days, 401(k), generous employee pet discounts, and more!

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 and effective.

Client Service Associates will be co-located at a central site, and report into the Client Service Manager and provide shared support for advisors who have a short term need.

• The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
• You will be part of a team of CAs supporting specific advisors and their clients. CSA's may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
• For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.

• End-to-end onboarding process; including systems, documentation, and follow-up
• New account opening and maintenance
• Phone coverage for assigned advisors
• IAP enrollment and maintenance
• Process and manage client servicing requests and account maintenance
• Drive digital client engagement
• Use Salesforce to track daily activities

• 1+ years' experience working in a client servicing operations capacity or banking/financial industry
• Proficient in Microsoft Word, Excel

• Undergraduate Degree
• Knowledge of investment and banking products, policies & procedure
• The candidate should respond well to changing and evolving job duties and expectations.
• Strong technological skills are desired
• Bilingual Spanish
• Bilingual - Mandarin Chinese
• Bilingual - Portuguese

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Time Management
• Organizational
• Detail Oriented
• Multi-tasking

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 37.5

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 Client Service, Associate, Financial Advisor, Client Associate, Service Manager, Management, Retail

Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, help Client Service, Teller, Specialist, Customer Service, Banking, Retail