79 jobs for "Client Service Representative"

AI Products & Transformation Manager

At Merrill - New York

Posted on Nov 6

View job Apply on company site

Specialist, Client Account Operations (CVRC)

At Charles Schwab - Omaha

Posted on Nov 6

View job Apply on company site

Q3-NAMORC-Oracle Fusion Service Cloud PCON-Diebold-Dallas TX

At Infosys - Dallas

Posted on Nov 6

View job Apply on company site

High Net Worth Client Case Representative

At Vanguard - Scottsdale · Charlotte

Posted on Nov 4

View job Apply on company site

Technicien Maintenance itinérant Marine - La Ciotat, France - F/H

At Schneider Electric - LA CIOTAT

Posted on Nov 4

View job Apply on company site

Asia Wealth Management, Client Service Manager, Associate/ Director, Singapore

At Morgan Stanley

Posted on Nov 6

View job Apply on company site

Consumer Investments - Investment Specialist Trainee - Chandler, Arizona (Obtain SIE Series 7 & 66)

At Merrill - Chandler

Posted on Nov 6

View job Apply on company site

Key Account Executive- NY Metro Territory (Queens, Brooklyn, Long Island)

At Labcorp - New York

Posted on Nov 4

View job Apply on company site

ServiceNow Techno Functional Lead

At Deloitte - Columbus

Posted on Nov 7

View job Apply on company site

Asia Wealth Management, Client Service Manager (Trade Execution), Hong Kong

At Morgan Stanley

Posted on Nov 6

View job Apply on company site

Consumer Investments - Investment Specialist Trainee - Chandler, Arizona (Obtain SIE Series 7 & 66)

At Bank of America - Chandler

Posted on Nov 7

View job Apply on company site

Sales Support Coordinator- Southeast/Tampa

At Labcorp - Tampa

Posted on Nov 2

View job Apply on company site

Financial Services Representative - Merrill Wealth Management

At Bank of America - Chandler · Tampa

Posted on Nov 7

View job Apply on company site

SAP IS-U Retail Consultant

At Deloitte - Atlanta · Austin

Posted on Nov 6

View job Apply on company site

Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

At Morgan Stanley - Boston

Posted on Nov 6

View job Apply on company site

Financial Services Representative - Merrill Wealth Management

At Merrill - Jacksonville

Posted on Nov 6

View job Apply on company site

Financial Services Representative - Merrill Wealth Management

At Bank of America - Jacksonville

Posted on Nov 7

View job Apply on company site

Field Sales Representative

At Rentokil Terminix - Lansing

Posted on Nov 5

View job Apply on company site

Irish Client Service Associate

At Fisher Investments - Dublin

Posted on Nov 4

View job Apply on company site

Project Support Specialist - Minneapolis

At Sonepar USA Inc - Minneapolis

Posted on Nov 5

View job Apply on company site

Merrill

AI Products & Transformation Manager

New York, NY$105,700 – $164,700Posted yesterday

Apply on company site View full job

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!

Job Description

Shape the next generation of AI-powered banking inside Global Payments Solutions by turning data, automation, and GenAI capabilities into trusted products that improve how GPS sells, serves, decides, and operates globally. This role will focus on high-value AI use cases that drive revenue enablement, productivity, client intelligence, decision quality, risk discipline, and adoption across markets, teams, and client segments.

Representative Projects:

• Develop AI-enabled capabilities that automate client reviews, personalize sales recommendations, synthesize client feedback, improve billing workflows, and accelerate self-service insights through governed production delivery.

• Prioritize and convert a broad AI opportunity pipeline into execution-ready use cases by applying value, feasibility, governance, and adoption criteria across responsible growth, operational efficiency, and client experience.

• Deliver measurable productivity, revenue enablement, and risk reduction outcomes by embedding AI into high-volume workflows such as treasury reviews, sales preparation, billing validation, client servicing, and operational controls.

• Increase adoption and business confidence by pairing AI delivery with clear success metrics, stakeholder engagement, model governance, user feedback loops, training, and executive-ready value tracking.

• Design prompt frameworks, retrieval strategies, agentic workflows, and user experiences that improve accuracy, relevance, trust, usability, and adoption.

• Translate AI and data investments into executive-ready business cases, ROI frameworks, adoption metrics, and narratives tied to client value, revenue growth, productivity, and risk reduction.

Your Role:

As AI Products & Transformation Manager, you will support the Data and AI agenda for Global Payments Solutions by translating business priorities into focused, execution-ready use cases. You will help define solution approaches, coordinate delivery, and move initiatives from concept through adoption.

This is a hands-on role for a nimble product leader who can work across teams, manage ambiguity, and quickly translate emerging AI capabilities into practical, governed business solutions.

You will connect business needs with technical delivery, helping teams prioritize high-value opportunities, address risk and controls early, and apply repeatable delivery and adoption practices.

Responsibilities:

• Support the Data and AI product roadmap for Global Payments Solutions by translating business priorities into clear use cases, requirements, delivery plans, and success measures.

• Maintain practical AI product management routines, including prompt libraries, reusable workflows, intake processes, governance checkpoints, adoption playbooks, value measurement, and responsible AI controls.

• Lead focused discovery and solution design, including prompt frameworks, retrieval approaches, payments data requirements, user journeys, business cases, user feedback, and production-readiness plans.

• Prepare concise updates on tradeoffs, risks, adoption progress, measurable outcomes, and recommendations for senior stakeholders.

• Coordinate execution across Product, Technology, Data Science, Risk, Compliance, Legal, Operations, Sales, and client-facing teams, escalating blockers and keeping delivery moving.

*Required Skills: "Must" have these skills to be minimally qualified.

Minimum Qualifications:

• Bachelor's Degree required.

• 3-5 years of experience across AI transformation, data product management, technology delivery, payments, treasury services, transaction banking, cash management, receivables, or financial services, with demonstrated success launching scalable products in complex enterprise environments.

• Hands-on experience designing, testing, and optimizing prompts, AI-enabled user experiences, RAG patterns, agentic workflows, and GenAI capabilities, with strong understanding of model behavior, accuracy, adoption, controls, and responsible use.

• Strong data, technology, and payments foundation, including experience partnering with engineers, architects, data scientists, analytics teams, platform owners, governance, risk, and control partners to deliver production-ready solutions.

• Proven ability to influence senior executives, engage clients, secure sponsorship, shape investment priorities, and drive adoption across matrixed Product, Technology, Risk, Compliance, Legal, Operations, Sales, and client teams.

• Commercially minded, execution-focused leader with strong judgment, communication skills, prioritization discipline, and ability to develop talent, standards, operating models, and reusable frameworks across an AI product portfolio.

Desired Skills:

Preferred Qualifications:

• Experience translating AI and data investments into executive-ready business cases, ROI frameworks, adoption metrics, and narratives tied to client value, revenue growth, productivity, and risk reduction.

• Experience increasing adoption and business confidence through clear success metrics, stakeholder engagement, model governance, user feedback loops, training, and executive-ready value tracking.

• Experience improving client and associate experience by reducing manual search, analysis, content creation, and workflow handoffs.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$105,700.00 - $164,700.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

About Merrill

https://www.ml.com/

Size: 10,000+ employees
Industry: Financial Services

View company profile