Client Solutions Specialist, Mandarin Speaking
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • United States
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Salary
💰 $35 - $40 per hour
About the role
- Support Senior National Financial Solution Advisors and Financial Center Advisors by providing remote operations and brokerage assistance
- Provide inbound brokerage support including service requests and money movement
- Conduct outreach to FSA clients to set up and assist with managing client relationships
- Partner with support teams to resolve complex situations in a timely fashion
- Manage and maintain various accounts including onboarding, funding, and enrollment
Requirements
- Fluent Mandarin speaker
- Demonstrated ability to deliver high-quality brokerage and operational support
- Strong communication skills with internal partners
- Proven ability to prioritize and manage multiple tasks
- Strong critical-thinking and problem-solving skills
- Customer-focused mindset for proactive outreach
- Ability to follow established policies and procedures
- High level of emotional intelligence and professionalism
- Experience in brokerage operations or wealth management is a plus
- Familiarity with Merrill products and platforms is desired
- Understanding of risk identification and mitigation practices
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Options to contribute to sustainable growth of the business and communities served
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
brokerage supportoperations supportaccount managementonboardingfundingenrollmentrisk identificationrisk mitigation
Soft Skills
communication skillscritical-thinkingproblem-solvingcustomer-focused mindsetemotional intelligenceprofessionalismability to prioritizeability to manage multiple tasks