28 days old

Merrill Edge Life Services Relationship Consultant (Series 7 Required)

Pennington, NJ 08534
Merrill Edge Life Services Relationship Consultant (Series 7 Required)

Pennington, New Jersey

**Job Description:**

**Job Description:**

+ The Merrill Edge Life Services team specializes in end-to-end relationship management, guiding heirs and executors through the wealth transition experience

+ Help clients make informed decisions with inherited assets through a dedicated relationship

+ Engage clients in goals-based financial conversations, provide education on inheriting assets, and deliver solutions to meet client needs

+ Deepen the client relationship through retention and consolidation with Merrill Edge

+ Take ownership of the process and managing it from beginning to end

**The Ideal Candidate is:**

+ Highly self-motivated and goal-orientated Client-focused with a passion for excellence and positive team attitude

+ Eager to start a career at a company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power

+ Highly attentive to detail and multi-tasking in a fast-paced contact-centerenvironment

+ Empatheticand focused on understanding client perspectives and needs

+ Series 7 is required & 66 securities license (if 66 is not held, would need to obtain it within 90 days)


+ Nationally recognized New Hire Training Program, with 4-5 months of full time paid training

+ Pay for performance bonuses

+ Top tier benefits through Bank of America such as 401k match, medical/dental, tuition reimbursement, childcare assistance, paid vacation time

+ Access to Employee Networks such as: Womens Leadership, LGBT Pride, Black Professionals, Asian Leadership, Military Support Awareness, Inter-Generational

**PLEASE CLICK ON THE LINK AND WATCH THIS New Merrill Edge Recruiting Video:** at https://www.merrilledge.com/academy-video-modal **prior to applying so you get a great understanding on Merrill Edge!**

**Required Skills:**

+ Series 7 and Series 66 is required (if 66 is not currently held, would need to obtain it within 90 days of start date)

+ Ability to establish strong client relationships

+ Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings

+ Ability to adapt and embrace change in a highly evolving environment

+ Attention to detail and high quality of work standards

+ Strong computer skills with an ability to multitask in a fast paced environment

+ Ability to adapt and seek solutions for customers and communicate effectively

+ Bachelors degree is preferred, or 1-2 years relevant work experience

**Preferred Skills:**

+ Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy

+ Capable of effectively operating in a team oriented and highly collaborative environment

+ Excellent interpersonal, leadership and oral/written communication skills

+ Capable of multi-tasking and working efficiently under stress and high volume

+ Proven ability to meet and exceed productivity and quality monitoring goals

Enterprise Role Review:

This position entails extensive telephone interactions assisting account holders and beneficiaries with required documentation for distributing and transferring assets. Responsible for ensuring timely review and distribution of assets while adhering to procedures and guidelines. Responsible for providing quality service to maintain high Service Levels, Client Experience, Retention and Productivity. End to end ownership of account holders and beneficiaries. Responsibilities include placing trades, client deepening and retention, along with identifying solutions for financial needs and goals. Licensing requirements are as follows: Series 7 & 66 or their equivalent


1st shift (United States of America)

**Hours Per Week:**


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .


  • Banking / Finance
Posted: 2020-12-19 Expires: 2021-01-18

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Merrill Edge Life Services Relationship Consultant (Series 7 Required)

Bank of America
Pennington, NJ 08534

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