16 days old

Client Service Specialist

New York, NY 10176
**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 liquidatedAccount administration such as AML related client refresh & general account maintenance,Place certain unsolicited orders for designated clients, andGenerating and distributing client notification lettersFacilitating the movement of accounts to the CAC from the branch (via bulk transfer of FA Number change)Facilitating the process of restricting accountsPerforming client authentication while taking client instructions to close or transfer accountsExecuting forced distributions, where feasible

**Required Skills:**

Undergraduate degree preferred,Minimum of 1+ years professional or relevant internship experience required,Bilingual preferredKnowledge 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 detailCreativity and motivation for superior executionPlease 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.

**Posting Date** : 07/26/2018

**Location** :

New York, NY, 225 LIBERTY ST (NY3002),

- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 37.5

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Client Service Specialist

Bank of America
New York, NY 10176

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