Investment Specialist Trainee

11 hours ago


Chandler, Arizona, United States Bank of America Full time
Job Description:

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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