Financial Services Representative - Merrill Wealth Management

Bank of America Corporation; Chandler (AZ); On-site; USD 34,000 - 41,000; Full time

Job summary

Merrill Wealth Management is seeking a Financial Services Associate to service corporate-sponsored retirement and benefit plans, delivering exceptional client care and growing client relationships.

You will assist high net-worth clients, navigate multiple systems, and offer needs-based solutions to help clients reach financial goals while complying with regulatory standards.

Qualifications

• Holds required licenses or pursuing licensing (SIE, Series 7 Top-Off, Series 63) as part of role.
• Experience in a call center or financial/banking center is desirable.
• Customer service experience preferred.

Responsibilities

• Trades stocks, bonds, and other instruments for high net-worth clients and active traders.
• Handles escalated inquiries with care to resolve concerns promptly.
• Migrates clients to online/self-service channels for 24/7 access.
• Identifies and escalates potential risk while adhering to policies.

Skills

Account Management

Customer Focus

Issue Management

Oral Communication

Regulatory Compliance

Active Listening

Adaptability

Problem Solving

Risk Management

Attention to Detail

Business Acumen

Trading

Valuation Ethics

Education

High School Diploma / GED

Job description

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:

This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.

Responsibilities:

• Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
• Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk

Required Qualifications:

• Holds the following registered licenses (or obtains within 240 days of start date): FINRA Securities Industry Essentials (SIE), Series 7 Top-Off and Series 63
• Must be flexible to work various shifts which may include a weekend day; 40 hours per week - 1st & 2nd shifts available

Desired Qualifications:

• Currently holds or is pursuing Bachelor's Degree
• Experience in a call center and/or a financial/banking center
• Customer service experience
• Has the ability to learn and adapt to new information and technology platforms

Skills:

• Account Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Regulatory Compliance
• Active Listening
• Adaptability
• Problem Solving
• Risk Management
• Attention to Detail
• Business Acumen
• Trading
• Valuation Ethics and Practice Standards

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay and benefits information

Pay range

$25.00 - $30.00 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.