Life Services Financial Services Representative - Hunt Valley
Core
Phone-based Financial Services Representative providing point-of-call servicing, resolution, and needs-based solutions for existing Merrill clients, including guiding beneficiaries through deceased account asset transitions.
Role type
Entry-level Financial Services Representative (IC)
Builds
Client relationships and referral pipelines to specialist sales teams
Domain
Financial Services / Wealth Management
Required skills
Client focus, sales aptitude, relationship management, telephone communication, computer skills, multitasking, attention to detail
Responsibilities
Taking inbound and outbound calls to identify client needs, referring sales opportunities to specialist teams, assisting beneficiaries with deceased account transitions, processing documentation, providing account servicing and resolution.
Seniority
Entry-level, foundational role with training