Merrill Edge Life Services Relationship Consultant - Series 7 required
Company: Bank of America Corporation
Location: Chandler
Posted on: January 27, 2023
|
|
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
Shift:
1st shift (United States of America)
Hours Per Week:
40
Keywords: Bank of America Corporation, Chandler , Merrill Edge Life Services Relationship Consultant - Series 7 required, Professions , Chandler, Arizona
Click
here to apply!
|