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:

Provides clients with clear information and specific details on their retirement and benefit plans
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
Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access
Required Qualifications:

Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence
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​.
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
Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
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
Ability to handle confidential matters and sensitive information in a responsible manner
Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients’ financial lives
Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
Ability to handle confidential matters and sensitive information in a responsible manner
Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
Applies strong critical thinking and problem-solving skills to meet clients’ needs
Ability to work under pressure
Can learn and understand technology to assist clients with the latest in Digital and Digital banking​
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 – 11:00 pm EST; 40 hours per week
Must be flexible to work various shifts; Monday – Sunday, 6:30 pm – 5:30 am EST; 40 hours per week
** 1st and 2nd shifts **

Desired Qualifications:

FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses
Experience working in a client focused environment, call center or a financial/banking center
Customer service experience
Understands Retirement plans and products
Knowledge of financial terms and concepts
Bilingual Spanish
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