Bank of America Merrill Edge Financial Services Representative – Lincoln, RI in Lincoln, Rhode Island
Enterprise Job Description:
The Merrill Edge Financial Services Representative is an in-bound phone-based client advocate, answering detailed questions about products, accounts and financial services. This role educates our clients about value-added opportunities, identifies the need for deeper financial conversations, and refers them to specialists across Merrill Edge and Bank of America. The role is responsible for ensuring client needs are met in a timely fashion while adhering to procedures and guidelines. As part of this role, you will take the Securities Industry Essentials (SIE) exam and prepare for the opportunity, based on your performance and firm-need, to obtain your FINRA Series 7 & 66 and progress into roles focused on investment sales, advice delivery, trading or ownership transition.
Line of Business Job Description:
If you are passionate about developing strong relationships with clients and are interested in a career in investments consider joining Merrill Edge and be part of The Academy Program as a Financial Services Representative (FSR). The FSR is your first step towards a career in financial services, where you will focus on servicing and growing relationships with Merrill Edge clients, while guiding them to Bank of America solutions based on their needs and life priorities. Our program includes best in class training, hands on practice, personalized coaching and opportunity to have time to study for your Security Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success you will have the opportunity to advance in many roles within Merrill Edge, Bank of America, U.S. Trust and Merrill Lynch.
This is a high-touch phone-based role working with Merrill Edge investment clients – and at Bank of America and Merrill Edge, our clients are at the heart of everything we do. You will take inbound client calls to solve for both current and future account and financial needs. Your primary responsibility will be to act as a client advocate, answering detailed questions and, educating clients about additional value-added opportunities for their relationships by referring them to specialists across Bank of America and Merrill Edge. At Merrill Edge, you can experience the benefits of working for a 200-year old Fortune 100 company with an invigorating start-up feel. Started in 2010 as part of Bank of America and Merrill Lynch, Merrill Edge helps simplify clients’ financial lives by offering access to the investment insights of Merrill Lynch and the convenience of Bank of America banking. Merrill Edge is made up of talented individuals who share a collective drive to succeed.
We’ll help you!
When you join the team, you’ll be immersed in a culture where growth and career advancement are a priority. Through The Academy Program, you are motivated and equipped to choose a career, rather than just a job. Our program will enable you to:
Develop the knowledge and skills you need to deliver world-class client care during two dedicated months of training
Receive Direct Coaching and Support from Academy managers fully dedicated to your development
Have an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and on-site leaders
Continuously learn and grow, with on-going career development support and opportunities for advancement including Specialized Trade, Advice Delivery, Sales and Relationship Management
As a Financial Services Representative, you can look forward to
Become a licensed registered representative able to trade stocks, bonds, and other investment instruments for clients ranging from casual investors to high net worth and active traders
The opportunity to jumpstart your career in a well-compensated, highly collaborative environment
Grow client relationships by understanding needs and presenting investment options and services offered throughout Merrill Edge, Merrill Lynch and Bank of America
The potential for career advancement and mobility
Robust marketing strategies to reach wider audiences with greater appeal
You’re a person that (required skills)
Client-focused with a passion for excellence and positive team attitude
Highly self-motivated and goal-oriented to succeed in an intense performance-based environment
Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
Excellent and effective communicator with an aptitude for sales and relationship management
Have strong computer skills with ability to multitask in a fast-paced inbound contact center environment
Prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
Eager to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
Ambitious, disciplined, hardworking, resilient and willing to learn
You’ll be better prepared if you have (desired skills)
1-2 years of experience in a performance based environment and/or college degree preferred
The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses
Possess leadership capabilities
We’re a culture that
Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Posting Date : 10/18/2018
Lincoln, RI, 670 GEORGE WASHINGTON HWY (RI1541),
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
Weekly Schedule : Flexibility needed Mon - Sat
Assistance for Applicants with Disabilities
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Diversity & Inclusion
At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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