223538 Customer Service Rep (Wealth Management Client Services )- Jacksonville, FL

Job Description

Job Description

Position: Customer Service Representative

Location: Jacksonville, FL

Assignment: 9/8/2026-9/7/2027

Pay Range: $21.00 hourly, paid weekly.

Schedule: Training Hours – Monday through Friday 9am -5:30pm EST – Will follow schedule selected at offer time, once training is completed

Tues- Sat 10:00 am-6:30 pm Tues- Sat 10:30 am-7:00 pm

Sun-Thurs 11:00 am-7:30 pm Sun-Thurs 10:30 am-7:00 pm

Mon,Tues,Fri,Sat 9:00 am-8:00 PM

Fully Onsite : Please note that this role is required 5 days in office

DEPARTMENT- WMCS BBM

Wealth Management Client Services Banking and Brokerage Department assists with inbound inquiries from clients regarding their Bank of America Banking Products and Merrill Lynch Investment accounts. Our primary function is to provide client facing support for high-net-worth clients who have a full-service relationship with a Merrill Lynch Financial Advisor. Inquires include but are but limited to: Balance Inquiries, Account Maintenance, Online Navigation/Maintenance, Transaction Research

• Provide clients and/or internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call
• Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients
• Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk
• Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts
• Display passion, commitment and deliver an experience that improves our customers' financial lives

REQUIRED skills-

REQUIREMENT of 2 or more years of customer service experience and below skills.

ATTENDENCE IS A MUST IN THIS ROLE!
• Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
• Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a REQUIREMENT
• Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
• Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
• Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise
• Positive attitude that embracing coaching as an opportunity to improvement in current role
• Ability to handle confidential matters and sensitive information in a responsible manner.
• Ambitious and self-motivating

CUSTOMER SERVICE SKILLS REQUIRED

Working Conditions:

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• The ability to lift up to 30lbs
• Use of computers and technology

Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity; we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences, Canon can improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life. Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email View email address on ziprecruiter.com