Bank of America Investment Specialist in Hunt Valley, Maryland
Merrill Edge Investment Specialist
•Exciting opportunity to make a meaningful difference in the financial lives of others•Deepen client relationships by delivering world-class customer care and investment expertise•Join a company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power₁•Earn a competitive base salary with opportunities for performance-based bonuses and career growth in a fast-pace culture
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 fast-growing company that rewards hard work and dedication•Committed to earn the Series 7 & 66 securities licensed within 90-120 days
•Nationally recognized New Hire Training Program, with4-5months of full time paid training•Pay for performance bonuses•Top tier benefits through Bank of America –such as 401kmatch, medical/dental, tuition reimbursement, childcare assistance, paid vacation time•Access to Employee Networks such as: Women’s Leadership, LGBT Pride, Black Professionals, Asian Leadership, Military Support Awareness, Inter-Generational
Investment Specialists work in the Merrill Edge Investment Center helping self-directed investors with their account and trading needs. You will assist clients with education on our online platform, research, enterprise offerings and deepen relationships through understanding financial goals. The Investment Center provides several career paths including a variety of specialty teams servicing technology needs, online chat and email, and advanced trading techniques.
- PLEASE CLICK ON THE LINK AND WATCH THIS New Merrill Edge Recruiting Video: video at https://www.merrilledge.com/academy-video-modal
- J.D. Power 2016 Certified Contact CenterProgramSMrecognition is based on successful completion of an audit and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. For more information, visit www.jdpower.com/ccc.
Required Skills & Abilities:
Series 7 and Series 66 is required; if not currently held, must be obtained within 120 days
Strong computer skills with an ability to multitask in a fast paced environment
Requires basic knowledge of the organization, products and/or services
Ability to adapt and seek solutions for customers in a fast-paced environment
Bachelor’s degree is preferred, or 1-2 years relevant work experience
Preferred Skills & Abilities:
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
Previous knowledge of client account services
Demonstrated passion and interest in financial markets
Proven ability to meet and exceed productivity and quality monitoring goals
Financial services industry experience
Enterprise Role review:
The primary role of the Investment Specialist Trainee is to acquire the necessary licenses and training to become an Investment Specialist. In addition to studying and acquiring 7 & 66, the Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a Trainee acquires all required licenses, completes training activities and passes all proficiency assessments, they will transition into a full time Investment Specialist.
Posting Date : 07/27/2017
Location : US-MD-Hunt Valley
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
Weekly Schedule : 8:30 – 5:30pm Monday through Friday during the first few months of training; shift between 7:30am an
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