Investment Consultant II - Merrill Premium
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Responsibilities:
- Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships.
- Educates potential and existing clients about investment products, services, and trading strategies offered by the bank.
- Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts.
- Delivers exceptional service to clients by answering general account inquiries.
- Accurately executes and confirms trade orders as well as a variety of securities transactions initiated by self-directed clients.
- Assists clients with brokerage consumer website usage and navigation.
- Researches and resolves client requests.
- Maintains current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations.
Required Qualifications:
- Series 7 and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days).
- Demonstrated passion and interest in financial markets.
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy.
- Strong analytical and organizational skills.
- Detail-oriented, with good follow-up skills.
- Strong interpersonal skills.
- Ability to multi-task in a dynamic environment.
- Requires basic knowledge of the organization, products, and/or services.
- Requires knowledge of financial markets and trading strategies.
- Excellent verbal and written communication skills.
- Proven ability to meet and exceed productivity and performance goals.
- Must be technologically savvy and able to quickly learn new systems.
- Ability to adapt and seek solutions for customers in a fast-paced environment.
- Must be flexible to work assigned shift within center hours of operation.
- Strong desire for point of call resolution.
- Focus on client satisfaction.
Desired Qualifications:
- Call center experience is preferred but not required.
- Previous Brokerage experience is a plus.
- 1+ years of financial industry experience.
Shift: 1st shift (United States of America)
Hours Per Week: 40
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