Wealth Management Customer Service Representative

January 5, 2021
Jacksonville, FL
Job Type


Adecco is currently assisting a local client in their search to fill a Wealth Management Customer Service Representative job in Jacksonville, FL! Apply now if you meet the qualifications listed below!
Type: Fulltime (40 hours / week) contract
Length: 11+ months
Pay: 15.00 / HR
Shift/Hours: Shifts vary but between the hours of 7:30 am to 5pm Monday through Friday
Location: Remote to start but MUST be local to Jacksonville, FL to report to office when needed
Responsibilities for this Wealth Management Customer Service Representative job include, but are not limited to:

  • Wealth Management Banking Onboarding/Maintenance serves as a "virtual financial center" for company Wealth Management or Private Bank clients with company bank accounts.
  • Role responsibilities include processing/researching account maintenance and service requests.
  • Individuals at this level are expected to use some independence of thought and proven research ability, as well as have a strong focus on client service.
    Qualifications for this Wealth Management Customer Service Representative job:

  • Proficient PC skills including Microsoft Office applications - ability to type proficiently is a must
  • Communicate effectively including excellent listening skills and professional phone/email etiquette
  • Ability to manage outbound calls to internal and external clients as a part of the problem resolution and New Accounts processes
  • Ability to navigate multiple systems simultaneously, multitasking and working efficiently in a high productivity environment
  • Excellent organization skills; ability to prioritize and handle multiple client requests always exercising sound judgment
  • Proven history of effective ownership and accuracy
  • Possess the ability to work independently while effectively managing and finding resolution to complex situations
  • Strong problem-solving skills/analytical skills
  • Maintain current knowledge of Bank of America products, policies, and services while keeping abreast of regulations and mitigating risk
  • Exhibit professionalism in all situations
  • Proven in-depth research skills
  • Service minded with a strong focus on providing a differentiated service experience for Merrill Lynch Wealth Management and US Trust clients
    Why work for Adecco?

  • Weekly pay
  • 401(k) Plan
  • Skills Training
  • Excellent medical, dental, and vision benefits
  • IMPORTANT: This Wealth Management Customer Service Representative job is being recruited for by Adecco's National Recruitment Center, not your local Adecco Branch Office. To be considered for this position, you must use the "Apply with Adecco" button to submit your resume.
    The Adecco Group is a global leader in HR services. Our group connects over 700,000 associates with our business clients each day through our 6,600 offices in over 70 countries and territories around the world. We offer employment opportunities at any stage in your professional career. Contact us today to discuss available contract and direct hire positions. Adecco Group provides one of the most comprehensive benefits packages in the industry to contract workers to include Holiday, 401(k), Insurance Benefit Plans
    Equal Opportunity Employer/Veterans/Disabled

    Equal Opportunity Employer/Veterans/Disabled

    To read our Candidate Privacy Information Statement, which explains how we will use your information, please

    The Company will consider qualified applicants with arrest and conviction records

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