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Job Information

Bank of America Financial Services Rep in Jacksonville, Florida

Financial Services Rep

Jacksonville, Florida

Job Description:

Role Overview

As a Retirement Benefits Financial Services Representative (FSR) you’ll work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). You will be required to obtain the FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days (if not currently held). We prepare you for the licensing exams by providing resources and materials, a personalized study track and a dedicated group of licensed leaders available for questions and support.

What you’ll do

As a Retirement Benefits 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 plans

Error-free processing of financial transactions including stock, money market and mutual fund trades

Demonstrating professionalism, trust and teamwork

Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients’ questions and inquiries

Proactively identifying and escalating risks and seeking opportunities to improve the customer experience

Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access

Required Skills & Experience

FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license. If not currently held, must be obtained within 240 days. This requires the ability to understand and retain financial terms and concepts, dedication to spending the needed time to study and an unwavering commitment to stay on track with the study plan

Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence

History of effective problem-solving and decision-making skills that balances the needs of all parties involved

Recent experience with identifying creative solutions to improve a customer experience or key process

Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures

Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day

Desired Skills & Experience

FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses

Knowledge of financial terms and concepts

Understanding of retirement plans and products

Overnight Shift 8p-6a and must work a weekend

  • Required to work from the primary work location listed when not in remote operating stance

  • Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)

  • Sufficient room to set up a laptop, monitor, keyboard and mouse

  • Comfortable space to work for a full shift

  • Quiet, private and SECURE space in which to work

Job Band:

H7

Shift:

3rd shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Role Overview

As a Retirement Benefits Financial Services Representative (FSR) you’ll work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). You will be required to obtain the FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days (if not currently held). We prepare you for the licensing exams by providing resources and materials, a personalized study track and a dedicated group of licensed leaders available for questions and support.

What you’ll do

As a Retirement Benefits 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 plans

Error-free processing of financial transactions including stock, money market and mutual fund trades

Demonstrating professionalism, trust and teamwork

Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients’ questions and inquiries

Proactively identifying and escalating risks and seeking opportunities to improve the customer experience

Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access

Required Skills & Experience

FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license. If not currently held, must be obtained within 240 days. This requires the ability to understand and retain financial terms and concepts, dedication to spending the needed time to study and an unwavering commitment to stay on track with the study plan

Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence

History of effective problem-solving and decision-making skills that balances the needs of all parties involved

Recent experience with identifying creative solutions to improve a customer experience or key process

Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures

Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day

Desired Skills & Experience

FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses

Knowledge of financial terms and concepts

Understanding of retirement plans and products

Overnight Shift 8p-6a and must work a weekend

  • Required to work from the primary work location listed when not in remote operating stance

  • Initially you may be required to work from home and/or remotely in this role:

  • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)

  • Sufficient room to set up a laptop, monitor, keyboard and mouse

  • Comfortable space to work for a full shift

  • Quiet, private and SECURE space in which to work

Shift:

3rd shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-21057587

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Tonya Clarkson

Referral Bonus:

0

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