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Senior Registered Retirement Benefits Financial Services Representative

Company: Merrill Lynch
Location: Chandler
Posted on: January 12, 2022

Job Description:

Job Description:Role OverviewAs a Retirement Benefits Senior Financial Services Representative you'll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution 401(k), defined benefit pension, non-qualified deferred compensation and equity award service plans).What you'll doAs a Retirement Benefits Senior 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 plansError-free processing of financial transactions including stock, money market and mutual fund trades -Demonstrating professionalism, trust and teamworkNavigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients' questions and inquiriesProactively identifying and escalating risks and seeking opportunities to improve the customer experienceEffectively migrating clients to on-line and self-service delivery channels that enable 24/7 account accessRequired Skills & ExperienceFINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license or equivalent.Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidenceHistory of effective problem-solving and decision-making skills that balances the needs of all parties involvedRecent experience with identifying creative solutions to improve a customer experience or key processDemonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and proceduresIntellectually curious self-starter committed to making a positive impact on every client, through every call, every dayDesired Skills & ExperienceKnowledge of financial terms and conceptsUnderstanding of retirement plans and -productsJob Band:H6Shift: -1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Role OverviewAs a Retirement Benefits Senior Financial Services Representative you'll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution 401(k), defined benefit pension, non-qualified deferred compensation and equity award service plans).What you'll doAs a Retirement Benefits Senior 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 plansError-free processing of financial transactions including stock, money market and mutual fund trades -Demonstrating professionalism, trust and teamworkNavigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients' questions and inquiriesProactively identifying and escalating risks and seeking opportunities to improve the customer experienceEffectively migrating clients to on-line and self-service delivery channels that enable 24/7 account accessRequired Skills & ExperienceFINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license or equivalent.Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidenceHistory of effective problem-solving and decision-making skills that balances the needs of all parties involvedRecent experience with identifying creative solutions to improve a customer experience or key processDemonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and proceduresIntellectually curious self-starter committed to making a positive impact on every client, through every call, every dayDesired Skills & ExperienceKnowledge of financial terms and conceptsUnderstanding of retirement plans and -productsJob Band:H6Shift: -1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description: Role OverviewAs a Retirement Benefits Senior Financial Services Representative you'll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution 401(k), defined benefit pension, non-qualified deferred compensation and equity award service plans).What you'll doAs a Retirement Benefits Senior 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 plansError-free processing of financial transactions including stock, money market and mutual fund trades -Demonstrating professionalism, trust and teamworkNavigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients' questions and inquiriesProactively identifying and escalating risks and seeking opportunities to improve the customer experienceEffectively migrating clients to on-line and self-service delivery channels that enable 24/7 account accessRequired Skills & ExperienceFINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license or equivalent.Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidenceHistory of effective problem-solving and decision-making skills that balances the needs of all parties involvedRecent experience with identifying creative solutions to improve a customer experience or key processDemonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and proceduresIntellectually curious self-starter committed to making a positive impact on every client, through every call, every dayDesired Skills & ExperienceKnowledge of financial terms and conceptsUnderstanding of retirement plans and -products Shift:1st shift (United States of America) Hours Per Week: -40

Keywords: Merrill Lynch, Chandler , Senior Registered Retirement Benefits Financial Services Representative, Sales , Chandler, Arizona

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