Description
This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans).
Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.
Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter.
You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support.
The Licensing Program provides you with the coaching and guidance that you’ll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7, and Series 63 licensing).
These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill.
Responsibilities :
- Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
- Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
- Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24 / 7 account access
- Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying / escalating potential risk
Required Qualifications :
- Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days .
- 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
- 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 while navigating multiple screens 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
- Must be flexible to work various shifts; Monday Sunday , 7 : 00 am 10 : 00 pm EST; 40 hours per week
1st and 2nd shifts
Desired Qualifications :
- Experience in a call center or a financial / banking center
- Customer service experience
- Understands Retirement plans and products
- Knowledge of financial terms and concepts
Skills :
- Account Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Regulatory Compliance
- Active Listening
- Adaptability
- Problem Solving
- Risk Management
- Attention to Detail
- Business Acumen
- Trading
- Valuation Ethics and Practice Standards
Shift :
1st shift (United States of America)
Hours Per Week :
Customer Service Representative (Required Local Cand to Arizona & Only W2)
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