1+ months

Retirement Benefits Financial Service Representative

Jacksonville, FL 32232
Retirement Benefits Financial Service Representative



Jacksonville, Florida



**Job Description:**



**Role Overview**

As a Retirement Benefits Financial Services Representative (FSR) youll work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). You will be required to obtain the FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days (if not currently held). We prepare you for the licensing exams by providing resources and materials, a personalized study track and a dedicated group of licensed leaders available for questions and support.



**What youll do**



As a Retirement Benefits Financial Services representative you will provide first-call resolution and will be responsible for:



+ Providing clients with clear information and specific details on their retirement and benefit plans

+ Error-free processing of financial transactions including stock, money market and mutual fund trades

+ Demonstrating professionalism, trust and teamwork

+ Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients questions and inquiries

+ Proactively identifying and escalating risks and seeking opportunities to improve the customer experience

+ Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access



**Enterprise Overview**

Representatives are client-facing customer service professionals who work in a team environment assisting Merrill Lynch clients with financial transactions and inquiries relating to retirement and benefit plans. Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days.



**Required Skills & Experience**



+ FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license. If not currently held, must be obtained within 240 days. This requires the ability to understand and retain financial terms and concepts, dedication to spending the needed time to study and an unwavering commitment to stay on track with the study plan

+ Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence

+ History of effective problem-solving and decision-making skills that balances the needs of all parties involved

+ Recent experience with identifying creative solutions to improve a customer experience or key process

+ Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures

+ Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day



**Desired Skills & Experience**



+ FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses

+ Knowledge of financial terms and concepts ****

+ Understanding of retirement plans and products



****Multiple Shifts Available****



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-20028381



Manages People: No



Travel: No



Manager:



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 .

Industry

  • Banking / Finance
Posted: 2020-08-08 Expires: 2020-10-06

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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Retirement Benefits Financial Service Representative

Bank of America
Jacksonville, FL 32232

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