Consumer Investments - Financial Service Representative
Core
Deliver point-of-call servicing and resolution on brokerage accounts, identify client needs, and guide clients with needs-based solutions via telephone.
Role type
Entry-level Financial Services Representative (phone-based)
Builds
Client relationships and referrals to specialist/sales teams for Merrill and Bank of America products
Domain
Financial Services / Consumer Investments
Deliverable
client delivery
Required skills
telephone communication, client needs identification, sales referral, computer skills, multitasking, schedule flexibility
Preferred skills
Year Up program participation, long-term career commitment
Responsibilities
Provide point-of-call account servicing and resolution; Grow client relationships by understanding needs and presenting services; Refer sales opportunities to specialist and sales teams
Seniority
Entry-level, foundational role