Investment Specialist Trainee
11 hours ago
At Bank of America, we are committed to helping our clients achieve their financial goals through our investment services. As an Investment Specialist Trainee, you will play a critical role in providing exceptional client service and building strong relationships with our clients.
Key Responsibilities:
- Provide phone-based services to relationship roles, taking 20 to 30 inbound service calls daily to solve for financial needs.
- Manage products, trade in self-directed accounts, and maintain knowledge on chat functionality and a wide variety of products.
- Deepen relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
Requirements:
- Client-focused with a passion for excellence and a positive team attitude.
- Self-motivated, goal-oriented, and able to multitask in a fast-moving, performance-based environment.
- Effective communicator with an aptitude for sales and relationship management.
- Strong computer skills and ability to pass licensing exams, including Security Industry Essentials (SIE) and Series 7 and Series 66.
Preferred Qualifications:
- Bachelor's degree or 1-2 years of experience in a performance-based environment.
- Leadership capabilities and ability to work in a team environment.
Why Bank of America?
Bank of America is a leader in the financial services industry, with a commitment to diversity, equity, and inclusion. We offer a dynamic and supportive work environment, with opportunities for growth and development. Join our team and be part of a company that values its employees and is dedicated to making a positive impact in the communities we serve.
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