Investment Specialist Trainee

20 hours ago


Union Valley, Texas, United States Bank of America Full time
Job Description:

This role is responsible for providing exceptional client service to relationship roles, where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs.

Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.

Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

This role is responsible for phone-based service to relationship roles where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs.

These individuals are trained on managed products, trading in self-directed accounts, chat functionality, and 529 products over a 12-month timeframe.

During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams.

The role acts as a central entry point into a fully licensed financial services career.

Responsibilities:
  • Identifies clients' needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
  • Receives training through the licensing/study program, ultimately earning SIE, S7, and S66 certifications
  • Focuses daily on service to sales with existing Merrill clients
  • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals
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
  • Ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
  • Effective communicator with an aptitude for sales and relationship management
  • Strong computer skills
  • Prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
  • Ambitious, disciplined, hardworking, resilient, and willing to learn
Preferred Qualifications:
  • Bachelor's degree or 1-2 years of experience in a performance-based environment
  • Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or Series 66 licenses
  • Leadership capabilities


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