[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) Bank of America · Chandler # Client Service Representative - Merrill Wealth Management Chandler Full-time Customer Support Listed on Bank of America’s official careers site. Posted November 5, 2026. Check that it is still open and apply there. [Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Chandler/Client-Service-Representative----Merrill-Wealth-Management_26041010) [OpenNash Jobs](https://jobs.opennash.com/) / [Bank of America](https://jobs.opennash.com/companies/bank-of-america/) / Client Service Representative - Merrill Wealth Management ## Job description ### Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy. ### Responsibilities - Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information - Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service - Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk - Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients - Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access Required Qualifications: 1+ years of customer service experience​ Has the ability to learn and adapt to new information and technology platforms - Must be flexible to work various shifts which may include a weekend day Desired Qualifications: Currently holds or is pursuing a Bachelor's Degree Experience in a call center and/or a financial/banking center - Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce 1st and 2nd Shifts Available Skills: Account Management Customer and Client Focus Issue Management Oral Communications Active Listening Adaptability Problem Solving Risk Management Attention to Detail Business Acumen Valuation Ethics and Practice Standards ### Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy. ### Shift 1st shift (United States of America) ### Hours Per Week 40 ## At a glance - Posted by the employer: Nov 5, 2026 - First seen by OpenNash: Nov 8, 2026 - Last checked: Nov 8, 2026 - Listed for: 3 days - Location: Chandler - Employment type: Full-time[Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Chandler/Client-Service-Representative----Merrill-Wealth-Management_26041010) ## Hiring at Bank of America - Open jobs: 1,980 - New in the last 7 days: After two weekly collections - Tracked since: Jul 10, 2026 [All Bank of America jobs](https://jobs.opennash.com/companies/bank-of-america/) · [Weekly hiring report](/reports/hiring/) ## More jobs at Bank of America ### [Consumer Investments - Investment Specialist Trainee - Chandler, Arizona (Obtain SIE Series 7 & 66)](https://jobs.opennash.com/companies/bank-of-america/jobs/4ffbc9a21a6f51c7aa39/) Chandler ### [Life Services Operations Support Processor](https://jobs.opennash.com/companies/bank-of-america/jobs/ade6777b2e9eb30445e3/) Chandler ### [Client Service Representative - Merrill Wealth Management](https://jobs.opennash.com/companies/bank-of-america/jobs/8f7e8558e0b5e2b541ad/) Jacksonville ### [Compliance & Operational Risk Manager - Global Markets](https://jobs.opennash.com/companies/bank-of-america/jobs/d0f14699c28f57b32707/) New York ### [Consumer & Small Business - Media Modeling Associate](https://jobs.opennash.com/companies/bank-of-america/jobs/ea6c425afb8df1696520/) New York +3 more ## Similar jobs at other companies ### [Kitchen Manager - Merrill, IA](https://jobs.opennash.com/companies/caseys-general-stores/jobs/4d2979e924c89f7a07a0/) Casey's General Stores · Merrill, Iowa, United States ### [Relationship Banker II - Anthem at Merrill Safeway - Florence, AZ](https://jobs.opennash.com/companies/us-bancorp/jobs/faa99c43cb2fc942e03f/) US Bancorp · Florence, AZ ### [Registration Representative](https://jobs.opennash.com/companies/unitedhealth-group/jobs/288db6ec2a179c9309ee/) UnitedHealth Group · Bangor, Maine ### [NA Sales Representative, OCI ISV](https://jobs.opennash.com/companies/oracle/jobs/fcc497c112fcb84708b0/) Oracle · United States [Customer Support jobs](/functions/customer-support/) OpenNash lists jobs from employers’ own careers sites and does not handle applications. Dates come from the employer where stated; “first seen” and “last checked” are our own observations. [ OpenNash ](https://opennash.com/) AI-native services firm that builds custom software and 24/7 AI agents. OpenNash Jobs is an OpenNash Applied AI project. [Book time with OpenNash](https://calendly.com/opennash/new-meeting?hide_gdpr_banner=1) Jobs - [Search jobs](https://jobs.opennash.com/search/) - [Companies](https://jobs.opennash.com/explore/) - [Hiring report](https://jobs.opennash.com/reports/hiring/) - [AI assistants](https://jobs.opennash.com/connect/) - [How it works](https://jobs.opennash.com/methodology/) OpenNash - [opennash.com](https://opennash.com/) - [Services](https://opennash.com/ai-agent-consulting/) - [OpenNash CX](https://opennash.com/cx/) - [AI Tools](https://opennash.com/ai-tools/) - [Blog](https://opennash.com/blog/) - [About](https://opennash.com/about/) Contact - [hello@opennash.com](mailto:hello@opennash.com) - [LinkedIn](https://www.linkedin.com/company/opennash) - [Support](https://jobs.opennash.com/support/) - [Privacy](https://jobs.opennash.com/privacy/) - [Terms](https://jobs.opennash.com/terms/) © 2026 OpenNash, Inc. Company names and public job postings belong to their respective owners. Employers control source availability and application decisions.