Financial Services Client Advisor Trainee

Bank of America; Lincoln (RI); On-site; USD 37,000 - 40,000; Full time

Job summary

Bank of America in Lincoln, RI, is seeking a phone-based client service professional to handle inbound calls and deepen client relationships. You will refer opportunities to specialist and sales teams and serve as an entry point into licensed financial services careers.

Role emphasizes servicing Merrill clients, meeting needs with suitable solutions, and maintaining knowledge of a broad product set. Licenses (SIE, Series 7/66) are targeted; in-office role with 40-hour weeks.

Qualifications

• High School Diploma or GED as minimum education.
• Ability to pass licensing exams (SIE) and Series 7/66 in time.
• Strong communication and relationship-management skills.

Responsibilities

• Identifies clients' needs and refers opportunities to specialists.
• Focuses on service-to-sales with Merrill clients.
• Delivers client care and builds relationships with needs-based solutions.

Skills

Attention to Detail

Critical Thinking

Customer and Client Focus

Oral Communications

Prioritization

Active Listening

Decision Making

Emotional Intelligence

Result Orientation

Written Communications

Account Management

Adaptability

Client Experience Branding

Coaching

Referral Identification

Education

Bachelor's degree or 1+ years experience

FINRA SIE or other licenses pursuing Series 7/66

Job description

Bank of America in Lincoln, RI, is seeking a phone-based client service professional to handle inbound calls and deepen client relationships. You will refer opportunities to specialist and sales teams and serve as an entry point into licensed financial services careers.

Role emphasizes servicing Merrill clients, meeting needs with suitable solutions, and maintaining knowledge of a broad product set. Licenses (SIE, Series 7/66) are targeted; in-office role with 40-hour weeks.