Life Services Financial Services Representative - Hunt Valley
Core
Phone-based financial services representative handling inbound/outbound calls for Merrill clients, focusing on account servicing, needs identification, and referral to sales specialists.
Role type
Entry-level Financial Services Representative (IC)
Builds
Client relationships and sales referrals for Merrill Lynch/Bank of America
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client needs identification, sales referral, telephone communication, multitasking, computer skills
Preferred skills
None stated
Technologies
None stated
Responsibilities
Take inbound and outbound phone calls to service brokerage accounts, identify client needs, refer sales opportunities to specialist teams, assist with document processing for deceased account transitions
Seniority
Entry-level, foundational role with training
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