Customer Service Rep Wealth Management Client Services Jacksonville FL

Position: Customer Service Representative

Location: Jacksonville, FL

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

Pay Range: $21.00 hourly, paid weekly.

• 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. Inquiries 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

Requirement of 2 or more years of customer service experience and the following skills.

• 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 proficiency 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 communication 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 embraces 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

• 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

Our range of benefits may include health care and 401(k) savings plans.

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.

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.