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Client Service Associate Bank Jobs in Arizona (NOW HIRING)

Client Service Associate

Chandler, AZ · On-site

$14.75 - $20.50/hr

Bank Of America Client Service Associate At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we ...

Client Service Associate

Chandler, AZ · On-site

$14.25 - $19.75/hr

At Bank of America, we are guided by a common purpose to help make financial lives better through ... Join us! Client Service Associates will be co-located at a central site, and will provide shared ...

Client Service Associate

Chandler, AZ · On-site

$14.25 - $19.75/hr

At Bank of America, we are guided by a common purpose to help make financial lives better through ... Join us! Client Service Associates will be co-located at a central site, and will provide shared ...

Client Service Associate

Tempe, AZ · On-site

$14 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

Client Service Associate

Tempe, AZ · On-site

$14 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

Client Service Associate

Tempe, AZ · On-site

$14.25 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

Client Service Associate

Tempe, AZ

$14.25 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

Client Service Associate

Tempe, AZ · On-site

$14 - $19.25/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

Client Service Associate

Tempe, AZ

$14.25 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

Client Service Associate

Tempe, AZ · On-site

$14 - $19.50/hr

As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ...

Client Service Associate

Phoenix, AZ · On-site

$50K - $54K/yr

Client Service Associate Catch Vibe Voice is a forward-thinking communications firm dedicated to helping brands craft meaningful narratives and build impactful connections. We specialize in strategic ...

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Showing results 1-20

Client Service Associate Bank information

Is bank client service a stressful job?

Bank client service roles, such as Client Service Associates, can be stressful due to handling customer inquiries, resolving issues, and managing multiple tasks under time constraints. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

What does a client service associate bank do?

A client service associate at a bank provides support to clients by handling account inquiries, processing transactions, and assisting with banking products and services. They often communicate via phone, email, or in person, and need strong customer service and communication skills, along with knowledge of banking software and procedures.

What cities in Arizona are hiring for Client Service Associate Bank jobs?

Cities in Arizona with the most Client Service Associate Bank job openings:

Client Service Associate

Chandler, AZ • On-site

Bank of America
Finance and Insurance • 10K+ employees

$14.75 - $20.50/hr

Other

Re-posted 12 hours ago


Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 537 frontline employees who took The Breakroom Quiz

49th of 176 rated banks


Job description

Bank Of America Client Service Associate

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.

The Client Service Associates 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. Incumbents 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

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
  • Referral Identification
  • Written Communications

Desired Skills:

  • Undergraduate Degree
  • Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment
  • The candidate should respond well to changing and evolving job duties and expectations.
  • Strong technological skills are desired

Required Skills:

  • Minimum of 1+ years of professional or relevant internship experience
  • Knowledge of investment and banking products, policies & procedure
  • Strong client service & technical skills (MS Word & Excel)
  • Strong communication, time management, and organizational

Shift:

1st shift (United States of America)

Hours Per Week:

37.5


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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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