Client Services Representative II-Second Shift

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-11-07

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by 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. Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

"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"

Job Description:
This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

• Identifies client needs and recommends solutions when fraud has been identified
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

• Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives
• Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
• Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
• Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
• Communicates effectively and confidently with all clients to make their financial lives better
• Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
• Comfortable receiving ongoing performance feedback and coaching
• Ability to learn and adapt to new information and technology platforms
• Minimum of an intermediate level of proficiency with computers and current technology
• 1+ years of customer/client service experience, including experience handling difficult client situations

• 1+ years of experience in the banking/financial industry
• 1+ years of experience working in a client service capacity

• Attention to Detail
• Customer Service Management
• Customer and Client Focus
• Issue Management
• Active Listening
• Adaptability
• Client Solutions Advisory
• Data Collection and Entry
• Problem Solving
• Account Management
• Analytical Thinking
• Client Experience Branding
• Fraud Management

Explore around this job

Field: Sales and Customers Sub-niche: Customer success and service All jobs at Merrill Jobs in Arizona Jobs in Phoenix, AZ Phoenix city guide Arizona state guide Maricopa County economy

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About the role

This is a Mid Level role in the Sales and Customers field (Customer success and service) at Merrill. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

How to prepare and behave

This is editorial guidance, not information from the employer.

• Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
• Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
• Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
• Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
• Be honest about gaps; say what you did to learn and how fast you can close them.
• Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
• When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
• Send a short thank-you message within a day, mentioning one thing you discussed.
• Bring concrete results (numbers, quotas, retained clients) and be ready for a role-play.

Know your rights as a candidate and an employee:

• U.S. Equal Employment Opportunity Commission: prohibited employment practices
• U.S. Department of Labor: Wage and Hour Division
• CareerOneStop (U.S. Department of Labor): job search help, interview tips and resumes
• USA.gov: avoiding job scams

The city

The job is in Phoenix, AZ. Below is what the official statistics say about living and working there.

How Phoenix compares. Among the 80 largest places in Arizona, Phoenix is #1 by population, #72 for homeownership (#1 = highest), #51 for rent (#1 = cheapest), #30 for household income (#1 = highest). Its county, Maricopa County, is #2 of 15 counties for average pay ($73,840).

The place in numbers

Phoenix has 1,642,323 residents (ACS 2020–2024), about 22.3% of the population of Arizona. It covers 518 square miles of land, which works out to roughly 3,169 people per square mile. The median age is 34.9, 11% younger than the state median (34.9 against 39.0).

Housing

The median gross rent is $1,582 a month (rent plus utilities), about the same as the state median ($1,582 against $1,543). Over a year that is 23.3% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $420,700, which is 5.2 times the median household income ($81,332); a ratio above 5 usually means buying is out of reach without savings or a second income. 57.3% of households own their home, 15% below the state average (57.3% against 67.4%).

Work and pay

The Phoenix-Mesa-Chandler, AZ metropolitan area has 2,375,760 jobs in the BLS wage survey, and the median pay across all occupations is $51,380 a year, about the same as the national median ($51,380 against $50,980). The biggest occupation groups are office and administrative support (295,910 jobs, median $48,120); sales and related (221,850 jobs, median $39,320); transportation and material moving (206,600 jobs, median $45,620). The area is most specialised in construction and extraction (1.4 times) and management (1.1 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($114,410) and computer and mathematical ($105,240). In 2026M09 the unemployment rate of Maricopa County was 4.1%. 68.2% of residents aged 16 and over are in the labour force. The city lies in Maricopa County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 64.2% drive alone, 1.9% use public transit, 1.5% walk, 19.0% work from home. 12.7% of workers commute 45 minutes or more, 11% below the state average (12.7% against 14.2%).

People and education

33.6% of adults aged 25 and over hold a bachelor's degree or higher, about the same as the state share (33.6% against 33.3%). 19.0% of residents were born outside the United States, 47% above the state share (19.0% against 13.0%). The poverty rate is 13.7%, 10% above the state rate (13.7% against 12.5%).

Climate

The warmest month is Jul, averaging 93°F (33.9°C), and the coolest is Dec at 52°F (11.0°C). About 254 mm (10 inches) of precipitation falls in a year; Jan is the wettest month (33 mm) and Jun the driest (2 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Glendale (6 miles, rent 3% lower); Paradise Valley (8 miles, rent 121% higher); Sun City (12 miles, similar rent); Youngtown (12 miles, rent 27% lower). Rent differences are against Phoenix; use the Compare tab to put any two cities side by side.

Full guide to Phoenix →Arizona guideAll jobs in Phoenix

Official links for Phoenix

• Official website of Phoenix: phoenix.gov
• Census Bureau data profile for Phoenix
• Official state website: az.gov
• BLS Economy at a Glance: Arizona

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Phoenix, AZ that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Sales and Customers, where your skills may carry over:

Account management (316) Sales and business development (1467)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Phoenix, AZ is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Nearby cities with open jobs (within 120 miles)

The employer

Merrill is the employer in this listing. See all its open jobs here →

We do not hold headcount or revenue for this employer. Check its careers site and, if it is listed on a stock exchange, its public filings (SEC EDGAR search).

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

Other open jobs at Merrill

Similar jobs

Same sub-niche: Customer success and service

More jobs in Phoenix, AZ

All Customer success and service jobs → · All Sales and Customers sub-niches →

FAQ

What is the Client Services Representative II-Second Shift job at Merrill?

A mid level role in sales and customers (customer success and service) listed yesterday. The full description is on this page and on The Muse.

Where is this job?

Phoenix, AZ.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Phoenix is $1,582 a month and median household income $81,332 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-11-07 (yesterday). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse customer success and service jobs in Arizona.

Sources and terms

• Job data: The Muse public API (listing dated 2026-11-07). The job disappears from this site when it disappears from the source.
• Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
• City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

• BLS OEWS (wages and employment by occupation, May 2025)
• BLS Employment Projections 2025–35
• BLS Local Area Unemployment Statistics
• BLS JOLTS
• BLS State and Metro Area Employment
• Census Bureau American Community Survey (via Census Reporter)
• BEA GDP by state and Regional Price Parities
• IRS 2026 tax adjustments
• U.S. Department of Labor, minimum wage by state
• Tax Foundation state income tax rates 2026
• USAJOBS
• USCIS
• U.S. Department of State, visas
• NASA POWER climatology
• GeoNames / Census Gazetteer (coordinates)