Customer Service Representative Level II

  • Location
    Jacsonville , Florida
  • Category
    Call Center & Customer Service - Customer Service
  • Job type

Adecco is currently assisting a local client in their search for some outstanding Customer Service Representatives in Jacksonville, FL! Apply now if you meet the qualifications listed below!

Representatives will be providing service support for all Merrill Lynch GWIM brokerage and banking account products and service features through inbound calls from Advisory, MEAC and MESD clients regarding technical matters. The Representatives are required to have a broad knowledge of the financial industry and an understanding of Merrill Lynch’s brokerage product, services and technology. Representatives will also support clients utilizing the Working Capital Management Account (WCMA) and/or Business Investor Account (BIA) as well as clients with Merrill Lynch Card-related products. After the required training curriculum is successfully completed and a passing grade on both of the practical and written assessments is achieved, the Representative will begin servicing inbound client contacts. Representatives may be required to solve problems and investigate/resolve a wide variety of issues and requests include gathering additional information, setting expectations and working with other support organizations to fulfill the request. Representatives primary role will be to field client’s statement/tax reporting inquiries.

The Representatives are required to provide complete and accurate information regarding all of Merrill Lynch’s brokerage and Bank of America banking products and services including but not limited to:
∙ Account balances, holdings and activity
∙ Fund Transfers
∙ Merrill Lynch Online navigation and other functionality or trouble shooting
∙ Statement reconciliation

Key Responsibilities include:
∙ Handle incoming Wealth Management (and MEAC, MESD Tech calls) client calls utilizing professional telephone and problem solving skills
∙ Support Merrill Lynch Online (MLOL) navigation and functionality including but not limited to linking of accounts to MLOL and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the MLOL web-site and quicken downloads
∙ Routine business account servicing including; Visa spending limit adjustment processing, card activations, PIN setups, stop payment processing, account maintenance
∙ Responsible for ≥ 99.9 % accuracy in processing redemption transactions and adjustments on Visa Signature and Merrill + Credit Card accounts to prevent negative financial impact to the client and/or Merrill Lynch and their partners
Additional Job Competencies:
In addition, the incumbent is expected to demonstrate the following competencies including, but not limited to:
∙ Professional Demeanor: Ability to conduct oneself with patience, composure, and appropriate attitude
∙ Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client’s requests
∙ Problem Solving and Decision Making Skills: Use good research and problem solving skills; know where to go to resolve problems
∙ Initiative: Demonstrate a “self-starter” behavior and a willingness to help others
∙ Communication Skills: Communicate effectively, actively listen and follow-up with question

Starting 12/11/2017 until 12/10/2018
Pay rate is $15.00
40 hours, somewhere between Sunday - Friday, 5am - 12am

How to Apply: Click on “Apply Now” to be considered for this position or any other opportunities with Adecco.

IMPORTANT: This position is being recruited for by Adecco’s National Recruitment Center, not your local Adecco Branch Office. To be considered for this position, you must use the “apply now” button to submit your resume. If you have questions about the position, you may contact the recruiter recruiting for this position listed above. For other opportunities available at Adecco go to

If you have any questions surrounding the application process, please feel free to reach out to: Jenifer Robinson at

The Adecco Group is a global leader in HR services. Our group connects over 700,000 associates with our business clients each day through our 6,600 offices in over 70 countries and territories around the world. We offer employment opportunities at any stage in your professional career. Contact us today to discuss available contract and direct hire positions. Adecco Group provides one of the most comprehensive benefits packages in the industry to contract workers to include Holiday, 401(k), Insurance Benefit Plans and Service/Anniversary Bonus opportunities.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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Reference number US_EN_2_022862_399063