ChandlerRecruiter Since 2001
the smart solution for Chandler jobs

Retirement Benefits Financial Service Representative

Company: Bank of America Corporation
Location: Chandler
Posted on: May 3, 2021

Job Description:

Job Description:

Multiple Shifts Available

Role Overview:

As a Retirement Benefits Financial Services Representative (FSR) you'll work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). You will be required to obtain the FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days (if not currently held). We prepare you for the licensing exams by providing resources and materials, a personalized study track and a dedicated group of licensed leaders available for questions and support.

What you'll do:

As a Retirement Benefits Financial Services representative you will provide first-call resolution and will be responsible for:

  • Providing clients with clear information and specific details on their retirement and benefit plans
  • Error-free processing of financial transactions including stock, money market and mutual fund trades
  • Demonstrating professionalism, trust and teamwork
  • Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients' questions and inquiries
  • Proactively identifying and escalating risks and seeking opportunities to improve the customer experience
  • Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access

Enterprise Overview:

Representatives are client-facing customer service professionals who work in a team environment assisting Merrill Lynch clients with financial transactions and inquiries relating to retirement and benefit plans. 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.

Required Skills & Experience:

  • FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license. If not currently held, must be obtained within 240 days. This requires the ability to understand and retain financial terms and concepts, dedication to spending the needed time to study and an unwavering commitment to stay on track with the study plan
  • Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence
  • History of effective problem-solving and decision-making skills that balances the needs of all parties involved
  • Recent experience with identifying creative solutions to improve a customer experience or key process
  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
  • Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day

Desired Skills & Experience:

  • FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses
  • Knowledge of financial terms and concepts
  • Understanding of retirement plans and products

Required to work from the primary work location listed when not in remote operating stance

  • Initially you may be required to work from home and/or remotely in this role:

o Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)

o Sufficient room to set up a laptop, monitor, keyboard and mouse

o Comfortable space to work for a full shift

o Quiet, private and SECURE space in which to work


1st shift (United States of America)

Hours Per Week:


Learn more about this role

Keywords: Bank of America Corporation, Chandler , Retirement Benefits Financial Service Representative, Other , Chandler, Arizona

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Chandler RSS job feeds