Investment Services Trainee – Growth Path

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in Rhode Island provides phone-based service to relationship clients, deepening relationships by referring to specialized sales teams and serving as a central entry point into licensed financial services careers.

The role expects handling inbound service calls, managing products, and staying knowledgeable about chat functionality and a wide range of products to support clients' financial goals.

Qualifications

• High School Diploma or GED required.
• Pass SIE and Series 7/66 licensing exams.
• Strong communication and client-service skills.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Identify clients' needs and refer sales opportunities to specialists.
• Provide service-focused support to Merrill clients.
• Deliver solutions to meet clients' financial goals.

Skills

Client focus

Multitasking

Communication

Computer skills

SIE licensing

Series 7/66

Relationship mgmt

Education

High School Diploma

Bachelor's Degree

Job description

Bank of America in Rhode Island provides phone-based service to relationship clients, deepening relationships by referring to specialized sales teams and serving as a central entry point into licensed financial services careers.

The role expects handling inbound service calls, managing products, and staying knowledgeable about chat functionality and a wide range of products to support clients' financial goals.