What are the responsibilities and job description for the Senior Client Service Specialist position at Bank of America?
Job Description:
History File Team:
The History File team position combines processing, risk control, and customer service. The candidate would be responsible for processing and taking phone calls related to History File Adjustments, Deposit Adjustments and Distribution Reversal ASAP requests for branch offices and Edge. This includes reviewing documentation to determine if payments are being distributed to the authorized parties.
Key Responsibilities:
Support Retirement Decision Tool (RDT) fulfillment process. Handle inbound calls from branch and home office partners related to the divorce/death/adjustments. Maintain extreme organizational skills. Handle inbound ASAP inquiries from branch and home office partners related to the divorce/death/adjustments. Effectively research reversal requests to ensure validity. Proactively review weekly reports to ensure accurate tax reporting. Work efficiently and effectively with internal and external partners to service client requests
Shift:
1st shift (United States of America)Hours Per Week:
40
