Customer Service Representative III
Bank of America
Jan 2016 - Mar 2016 (3 months)
Provide service support for Merrill Lynch Wealth Management service features through inbound calls from Advisory, MEAC and MESD clients regarding technical matters.
• Support clients utilizing the Working Capital Management Account (WCMA) and Business Investor Account (BIA) and other Merrill Lynch card-related products.
• Solve problems and investigate/resolve a wide variety of issues and requests, including gathering additional information, setting expectations and working with other organizations to fulfill requests.
• Assist with account balances, holdings, activity inquiries, fund transfers, login issues, password resets, navigation, and other functionality or troubleshooting. Show less