Client Service Representative - Merrill Wealth Management
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Before you apply
LocationChandler
Work modeon-site
Typefull-time
SeniorityEntry
Experience1+ yrs
Company size10,000+ people
PostedNov 5, 2026 · 3d ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
1+ years of customer service experience
Has the ability to learn and adapt to new information and technology platforms
Must be flexible to work various shifts which may include a weekend day
High School Diploma / GED / Secondary School or equivalent
Currently holds or is pursuing a Bachelor's Degree
Experience in a call center and/or a financial/banking center
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Skills
Microsoft Word
Excel
PowerPoint
Salesforce
Job Description:
About the company
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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
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
Responsibilities:
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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
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Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
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Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
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Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
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Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access
Requirements
Required Qualifications:
•
1+ years of customer service experience
•
Has the ability to learn and adapt to new information and technology platforms
•
Must be flexible to work various shifts which may include a weekend day
Nice to have
Desired Qualifications:
•
Currently holds or is pursuing a Bachelor’s Degree
•
Experience in a call center and/or a financial/banking center
•
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
** 1st and 2nd Shifts Available
Skills:
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Account Management
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Customer and Client Focus
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Issue Management
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Oral Communications
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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
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40