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Client Service Specialist

2 months ago

Columbus, Ohio, United States Bank of America Full time
About the Role

We are seeking a highly skilled and motivated Client Service Specialist to join our team at Bank of America. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.

Key Responsibilities
  • Provide excellent client service and support to Financial Advisors and clients, ensuring timely and accurate resolution of client inquiries and issues.
  • Assist with ensuring practices are in alignment with Bank of America's policies and procedures to support operational excellence, protect clients, and manage risk.
  • Identify, deepen, and maintain client relationships through emphasizing Bank of America's offerings and promoting incorporation of banking into day-to-day practices.
  • Support day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases.
Requirements
  • SIE, Series 7, 63/65 or 66 certification
  • Advanced industry knowledge and understanding of investment products
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer

As a Client Service Specialist at Bank of America, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our clients. We offer a competitive salary and benefits package, as well as opportunities for career growth and advancement.