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 care and relationship growth for existing Merrill and Bank of America clients
Domain
Financial Services / Consumer Banking
Deliverable
client delivery
Required skills
telephone communication, client needs identification, sales referral, multitasking, computer skills
Preferred skills
none stated
Technologies
none stated
Responsibilities
Provide point-of-call account servicing and resolution; Identify client needs and present services and solutions; Refer sales opportunities to specialist and sales teams
Seniority
Entry-level, foundational role
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