Client Service Associate

4 days ago


Chandler, Arizona, United States Bank of America Full time
About the Role

We are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Bank of America. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.

Key Responsibilities
  • Provide end-to-end onboarding process for new clients, including systems, documentation, and follow-up
  • Manage new account openings and maintenance, ensuring accuracy and timeliness
  • Provide phone coverage for assigned advisors, responding to client inquiries and resolving issues
  • Enroll and maintain IAP (Investment Advisory Program) accounts, ensuring compliance with regulatory requirements
  • Process and manage client servicing requests and account maintenance, ensuring timely and accurate completion
  • Drive digital client engagement, leveraging technology to enhance the client experience
  • Utilize Salesforce to track daily activities, ensuring data accuracy and reporting
Requirements
  • Minimum of 1+ years of professional or relevant internship experience
  • Knowledge of investment and banking products, policies, and procedures
  • Strong client service and technical skills, including MS Word and Excel
  • Strong communication, time management, and organizational skills
Preferred Qualifications
  • Undergraduate degree in a related field
  • Strong technological skills, with experience in CRM software and data analysis
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines
What We Offer

As a Client Service Associate at Bank of America, you will have the opportunity to work with a talented team of professionals, dedicated to delivering exceptional client service and support. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

Equal Employment Opportunity

Bank of America is an equal employment opportunity employer, committed to diversity and inclusion. We welcome applications from qualified candidates of all backgrounds and perspectives.



  • Chandler, Arizona, United States Bank of America Full time

    Position Overview The role involves managing intricate and escalated client concerns regarding potential fraudulent activities on their accounts. Key duties encompass handling incoming calls and executing precise actions on complex transactions. Expectations include conducting thorough research and resolving fraudulent incidents, providing service...


  • Chandler, Arizona, United States HCAOA Full time

    Job Description:Job Title: Client Services CoordinatorJob Summary:We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at HCAOA. As a Client Services Coordinator, you will be responsible for staffing cases, assessing new clients, providing resources to clients, and building rapport with our in-field care...

  • Travel Nurse RN

    4 days ago


    Chandler, Arizona, United States HealthEcareers - Client Full time

    Job DescriptionHealthEcareers - Client is seeking a skilled Travel Nurse RN to fill a Telemetry position. As a Travel Nurse RN, you will be responsible for providing high-quality patient care in a fast-paced hospital setting.Job RequirementsCurrent professional license as required by the stateProof of eligibility to work in the United StatesValid BLS through...


  • Chandler, Arizona, United States Insight Enterprises Full time

    Requisition Number: 97872Insight Enterprises stands as a prominent Fortune 500 Solutions Integrator, dedicated to empowering organizations in their transformation journeys by harnessing the capabilities of both people and technology. With a robust 35-year legacy in hardware and software supply chain management, complemented by our extensive expertise in...


  • Chandler, Arizona, United States Vensure Employer Solutions Full time

    About Vensure Employer SolutionsVensure Employer Solutions stands as the largest privately owned entity in the HR technology and service industry, offering a wide-ranging suite of solutions that includes HR/HCM technology, managed services, and global business process outsourcing (BPO). The organization, along with its service providers, caters to over...


  • Chandler, Arizona, United States VensureHR Full time

    About VensureHRVensureHR stands as a leader in the HR technology and service industry, offering a diverse range of solutions that encompass HR/HCM technology, managed services, and global business process outsourcing (BPO). Our organization supports a vast network of businesses, processing significant payroll volumes annually. Position OverviewWe are in...


  • Chandler, Arizona, United States Bank of America Full time

    Job Overview The role of a Home Lending Consultant involves managing inbound and outbound communications within a call center environment. This position is pivotal in assisting both prospective and current clients in identifying the most suitable financing options for home purchases, mortgage refinancing, or establishing new home equity lines of credit....


  • Chandler, Arizona, United States Lam Research Full time

    Join Our TeamAt Lam Research, a premier global provider of wafer fabrication equipment and services for the semiconductor sector, we are dedicated to crafting innovative solutions that empower our clients to create smaller, faster, and more energy-efficient devices.Our workforce is composed of dedicated individuals who strive for excellence, deliver...


  • Chandler, Arizona, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team in a Telemetry role.Job DetailsSpecialty: TelemetryDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelThe ideal candidate will have experience in Telemetry and a strong background in nursing. This is a great opportunity to work with a...

  • Travel Nurse RN

    4 days ago


    Chandler, Arizona, United States HealthEcareers - Client Full time

    Job DetailsHealthEcareers - Client is seeking a skilled Travel Nurse RN to fill a Med Surg position. The ideal candidate will have experience in Med Surg and be able to work independently with minimal supervision.Job RequirementsSpecialty: Med SurgDiscipline: RNShift: 12 hours, daysEmployment Type: TravelBenefitsGuaranteed HoursBenefits start day...

  • Travel Nurse RN

    4 days ago


    Chandler, Arizona, United States HealthEcareers - Client Full time

    About the JobWe are seeking a skilled Emergency Department Travel Nurse to join our team at HealthEcareers - Client. As a travel nurse, you will have the opportunity to work in a dynamic and fast-paced environment, providing high-quality patient care and making a meaningful difference in the lives of those you serve.Job ResponsibilitiesProvide direct patient...

  • Travel Nurse RN

    4 days ago


    Chandler, Arizona, United States HealthEcareers - Client Full time

    About the JobWe are seeking a skilled Labor and Delivery Registered Nurse to join our team at HealthEcareers - Client. As a Labor and Delivery RN, you will be responsible for providing high-quality patient care in a fast-paced hospital setting.Key ResponsibilitiesProvide individualized care to patients in labor and delivery, including prenatal, intrapartum,...

  • Travel Nurse RN

    4 days ago


    Chandler, Arizona, United States HealthEcareers - Client Full time

    About the JobWe are seeking a skilled Labor and Delivery Travel Nurse to join our team at HealthEcareers - Client. As a Labor and Delivery Travel Nurse, you will be responsible for providing high-quality patient care in a dynamic and fast-paced environment.Key ResponsibilitiesProvide direct patient care to labor and delivery patients, including assessment,...


  • Chandler, Arizona, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN Labor and Delivery Specialist to join their team. As a Traveling Registered Nurse Labor and Delivery Position, you will be responsible for providing high-quality patient care in a dynamic and fast-paced environment.Key ResponsibilitiesDeliver exceptional patient care to mothers and...


  • Chandler, Arizona, United States Hamilton Full time

    >> Customer Support Specialist - Telecommunications Service Representative Summary Title: Customer Support Specialist - Telecommunications Service Representative ID: 2594-LA Description **Join Our Unique Call Center Team** **Hamilton Relay** is on the lookout for dedicated Customer Support Specialists to join our dynamic team. Our trained professionals play...

  • Travel Nurse RN

    4 days ago


    Chandler, Arizona, United States HealthEcareers - Client Full time

    Job DescriptionWe are seeking a highly skilled Telemetry Registered Nurse to join our team at HealthEcareers - Client in Arizona. As a Traveling Telemetry Registered Nurse, you will be responsible for providing high-quality patient care in a fast-paced Telemetry setting.Responsibilities:Provide direct patient care to patients with various medical conditions,...


  • Chandler, Arizona, United States Principal Service Solutions Full time

    Job Summary:Principal Service Solutions is seeking a skilled Field Service Technician to join our team. As a key member of our technical workforce, you will be responsible for providing on-site service and repair of semiconductor processing equipment.Key Responsibilities:Perform on-site service and repair of semiconductor processing equipmentTroubleshoot...


  • Chandler, Arizona, United States HealthEcareers - Client Full time

    About the JobNurse First is seeking a skilled Labor and Delivery nurse to join our team as a travel nurse. As a Labor and Delivery nurse, you will be responsible for providing high-quality patient care in a fast-paced and dynamic environment.Key ResponsibilitiesProvide direct patient care to laboring women and their newbornsCollaborate with obstetricians and...


  • Chandler, Arizona, United States Principal Service Solutions Full time

    Job DescriptionCompany OverviewPrincipal Service Solutions is a leading technical workforce provider dedicated to delivering exceptional service and support to high-tech companies. Our team of experts is committed to safeguarding the quality of operations and driving efficiency in the industry.Job SummaryWe are seeking a skilled Field Service Engineer II to...


  • Chandler, Arizona, United States Toyota Motor Corporation Full time

    Position Overview: The Mazda Financial Services Customer Services Department is in search of a dedicated and enthusiastic individual to fill the role of Mazda Financial Services Customer Assistance Specialist. Key Responsibilities: Provide exceptional support to clients within the private label sector.Assist in resolving customer inquiries and issues...