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Merrill Edge Life Services Relationship Consultant - Series 7 required

Company: Merrill Lynch
Location: Chandler
Posted on: January 13, 2022

Job Description:

Job Description:

Job Description:
The Merrill Edge Life Services team specializes in end-to-end relationship management, guiding heirs and executors through the wealth transition experience
Help clients make informed decisions with inherited assets through a dedicated relationship
Engage clients in goals-based financial conversations, provide education on inheriting assets, and deliver solutions to meet client needs
Deepen the client relationship through retention and consolidation with Merrill Edge
Take ownership of the process and managing it from beginning to end
The Ideal Candidate is:
Highly self-motivated and goal-orientated ---Client-focused with a passion for excellence and positive team attitude
Eager to start a career at a company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power
Highly attentive to detail and multi-tasking in a fast-paced contact-center -environment
Empathetic -and focused on understanding client perspectives and needs
Series 7 is required & 66 securities license (if 66 is not held, would need to obtain it within 90 days)
Benefits:
Nationally recognized New Hire Training Program, with 4-5 months of full time paid training
Pay for performance bonuses
Top tier benefits through Bank of America - such as - 401k match, medical/dental, tuition reimbursement, childcare assistance, paid vacation time
Access to Employee Networks such as: Women's Leadership, LGBT Pride, Black Professionals, Asian Leadership, Military Support Awareness, Inter-Generational
PLEASE CLICK ON THE LINK AND WATCH THIS New Merrill Edge Recruiting Video: - prior to applying so you get a great understanding on Merrill Edge!

Required Skills:
Series 7 and Series 66 is required (if 66 is not currently held, would need to obtain it within 90 days of start date)
Ability to establish strong client relationships
Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings
Ability to adapt and embrace change in a highly evolving environment
Attention to detail and high quality of work standards
Strong computer skills with an ability to multitask in a fast paced environment
Ability to adapt and seek solutions for customers and communicate effectively
Bachelor's degree is preferred, or 1-2 years relevant work experience
Preferred Skills:
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Capable of effectively operating in a team oriented and highly collaborative environment
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi-tasking and working efficiently under stress and high volume
Proven ability to meet and exceed productivity and quality monitoring goals
Enterprise Role Review:
This position entails extensive telephone interactions assisting account holders and beneficiaries with required documentation for distributing and transferring assets. Responsible for ensuring timely review and distribution of assets while adhering to procedures and guidelines. Responsible for providing quality service to maintain high Service Levels, Client Experience, Retention and Productivity. End to end ownership of account holders and beneficiaries. Responsibilities include placing trades, client deepening and retention, along with identifying solutions for financial needs and goals. Licensing requirements are as follows: Series 7 & 66 or their equivalent

Job Band:
H6

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
2000
--> Job Description:

Job Description:
The Merrill Edge Life Services team specializes in end-to-end relationship management, guiding heirs and executors through the wealth transition experience
Help clients make informed decisions with inherited assets through a dedicated relationship
Engage clients in goals-based financial conversations, provide education on inheriting assets, and deliver solutions to meet client needs
Deepen the client relationship through retention and consolidation with Merrill Edge
Take ownership of the process and managing it from beginning to end
The Ideal Candidate is:
Highly self-motivated and goal-orientated ---Client-focused with a passion for excellence and positive team attitude
Eager to start a career at a company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power
Highly attentive to detail and multi-tasking in a fast-paced contact-center -environment
Empathetic -and focused on understanding client perspectives and needs
Series 7 is required & 66 securities license (if 66 is not held, would need to obtain it within 90 days)
Benefits:
Nationally recognized New Hire Training Program, with 4-5 months of full time paid training
Pay for performance bonuses
Top tier benefits through Bank of America - such as - 401k match, medical/dental, tuition reimbursement, childcare assistance, paid vacation time
Access to Employee Networks such as: Women's Leadership, LGBT Pride, Black Professionals, Asian Leadership, Military Support Awareness, Inter-Generational
PLEASE CLICK ON THE LINK AND WATCH THIS New Merrill Edge Recruiting Video: - prior to applying so you get a great understanding on Merrill Edge!

Required Skills:
Series 7 and Series 66 is required (if 66 is not currently held, would need to obtain it within 90 days of start date)
Ability to establish strong client relationships
Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings
Ability to adapt and embrace change in a highly evolving environment
Attention to detail and high quality of work standards
Strong computer skills with an ability to multitask in a fast paced environment
Ability to adapt and seek solutions for customers and communicate effectively
Bachelor's degree is preferred, or 1-2 years relevant work experience
Preferred Skills:
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Capable of effectively operating in a team oriented and highly collaborative environment
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi-tasking and working efficiently under stress and high volume
Proven ability to meet and exceed productivity and quality monitoring goals
Enterprise Role Review:
This position entails extensive telephone interactions assisting account holders and beneficiaries with required documentation for distributing and transferring assets. Responsible for ensuring timely review and distribution of assets while adhering to procedures and guidelines. Responsible for providing quality service to maintain high Service Levels, Client Experience, Retention and Productivity. End to end ownership of account holders and beneficiaries. Responsibilities include placing trades, client deepening and retention, along with identifying solutions for financial needs and goals. Licensing requirements are as follows: Series 7 & 66 or their equivalent

Job Band:
H6

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
2000
Job Description: Job Description:
The Merrill Edge Life Services team specializes in end-to-end relationship management, guiding heirs and executors through the wealth transition experience
Help clients make informed decisions with inherited assets through a dedicated relationship
Engage clients in goals-based financial conversations, provide education on inheriting assets, and deliver solutions to meet client needs
Deepen the client relationship through retention and consolidation with Merrill Edge
Take ownership of the process and managing it from beginning to end
The Ideal Candidate is:
Highly self-motivated and goal-orientated ---Client-focused with a passion for excellence and positive team attitude
Eager to start a career at a company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power
Highly attentive to detail and multi-tasking in a fast-paced contact-center -environment
Empathetic -and focused on understanding client perspectives and needs
Series 7 is required & 66 securities license (if 66 is not held, would need to obtain it within 90 days)
Benefits:
Nationally recognized New Hire Training Program, with 4-5 months of full time paid training
Pay for performance bonuses
Top tier benefits through Bank of America - such as - 401k match, medical/dental, tuition reimbursement, childcare assistance, paid vacation time
Access to Employee Networks such as: Women's Leadership, LGBT Pride, Black Professionals, Asian Leadership, Military Support Awareness, Inter-Generational
PLEASE CLICK ON THE LINK AND WATCH THIS New Merrill Edge Recruiting Video: - prior to applying so you get a great understanding on Merrill Edge!

Required Skills:
Series 7 and Series 66 is required (if 66 is not currently held, would need to obtain it within 90 days of start date)
Ability to establish strong client relationships
Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings
Ability to adapt and embrace change in a highly evolving environment
Attention to detail and high quality of work standards
Strong computer skills with an ability to multitask in a fast paced environment
Ability to adapt and seek solutions for customers and communicate effectively
Bachelor's degree is preferred, or 1-2 years relevant work experience
Preferred Skills:
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Capable of effectively operating in a team oriented and highly collaborative environment
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi-tasking and working efficiently under stress and high volume
Proven ability to meet and exceed productivity and quality monitoring goals
Enterprise Role Review:
This position entails extensive telephone interactions assisting account holders and beneficiaries with required documentation for distributing and transferring assets. Responsible for ensuring timely review and distribution of assets while adhering to procedures and guidelines. Responsible for providing quality service to maintain high Service Levels, Client Experience, Retention and Productivity. End to end ownership of account holders and beneficiaries. Responsibilities include placing trades, client deepening and retention, along with identifying solutions for financial needs and goals. Licensing requirements are as follows: Series 7 & 66 or their equivalent Shift:
1st shift (United States of America) Hours Per Week:
40

Keywords: Merrill Lynch, Chandler , Merrill Edge Life Services Relationship Consultant - Series 7 required, Professions , Chandler, Arizona

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