Financial Services Representative - Retirement and Benefits

Financial Services Representative - Retirement and Benefits

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

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. 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 :

Desired Qualifications :

Skills :

Minimum Education Requirement :

Shift : 1st shift (United States of America) Hours Per Week : 40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.