Investment Support Trainee - Client Services & Licensing

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

Benefits offered by this job

Benefits

Job summary

Bank of America is seeking a motivated professional to provide phone-based services to relationship clients, solving financial needs and referring opportunities to specialized teams. The role involves deepening client relationships, managing accounts, and supporting broad financial goals.

The position requires passing licensing exams (SIE, Series 7, Series 66) and building a long-term career in financial services within an in-office culture with flexible responsibilities.

Qualifications

• Client-focused with a passion for excellence and a positive team attitude.
• Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment.
• Ability to identify clients’ needs and find proper solutions by referring sales opportunities to specialist teams.
• Effective communicator with an aptitude for sales and relationship management.
• Strong computer skills.
• Willing to pass licensing exams – SIE and Series 7/66.
• Desire to establish a long-term career in financial services at a fast-growing company.

Responsibilities

• Identifies clients’ needs and finds proper solutions by referring opportunities to specialists.
• Focuses daily on service to sales with existing Merrill clients.
• Provides exceptional client care, growing relationships and guiding clients with needs-based solutions.

Skills

Client focus

Communication

Sales mindset

Relationship management

Multitasking

Self-motivation

Attention to detail

Adaptability

Emotional intelligence

Written communications

Education

Bachelor’s Degree or 1+ years experience

Job description

Bank of America is seeking a motivated professional to provide phone-based services to relationship clients, solving financial needs and referring opportunities to specialized teams. The role involves deepening client relationships, managing accounts, and supporting broad financial goals.

The position requires passing licensing exams (SIE, Series 7, Series 66) and building a long-term career in financial services within an in-office culture with flexible responsibilities.