Client Service Specialist

Bank of America - New York, NY3.9

Full-time
Job Description:
The Global Client Centralized Services – Client Service Specialist is a sales support position, typically providing dedicated operational and sales support to multiple GCCS Senior Client Service Specialists.

Specific responsibilities will include but not be limited to:
  • Frequent client outreach contact, typically by telephone, but also in-person and by email
  • Resolving client inquiries and complaints and determining which issues require immediate elevation to a member of the branch management team
  • Ongoing administrative services for account types (e.g., trusts) and assets (primarily Alternative Investments) that cannot be readily transferred or liquidated
  • Account administration such as AML related client refresh & general account maintenance,
  • Place certain unsolicited orders for designated clients,
  • Generating and distributing client notification letters
  • Facilitating the movement of accounts to the CAC from the branch (via bulk transfer of FA Number change)•Facilitating the process of restricting accounts
  • Performing client authentication while taking client instructions to close or transfer accounts
  • Executing forced distributions, where feasible
Required Skills:
  • Undergraduate degree preferred
  • Minimum of 1+ years professional or relevant internship experience required
  • Bilingual preferred
  • Registration preferred but not required
  • Knowledge of investment and banking products, policies & procedures is required
  • Strong client service & technical skills (MS Word & Excel)
  • Strong communication, time management and organizational skills are required.
  • Intense attention to detail
  • Creativity and motivation for superior execution
Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.

Shift:
1st shift (United States of America)

Hours Per Week:
37.5