Bank of America Investment Consultant II - Merrill Premium (Series 7 Required) in Hunt Valley, Maryland
Investment Consultant II - Merrill Premium (Series 7 Required)
Hunt Valley, Maryland
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
•Deliver exceptional service to clients by answering general account inquiries
•Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
•Assist clients with brokerage consumer website usage and navigation
•Educate potential and existing clients about investment products, services and trading strategies
•Research and resolve client requests
•Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
•Deliver on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to partner businesses
This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
This position is posted as a Band 5 but is flexible to be filled as a Band 6 position.
Series 7 & 66 (or both the 63 & 65) is required; if 66 is not currently held, must be obtained within 90 days
Demonstrated passion and interest in financial markets
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Strong analytical and organizational skills
Detail oriented, with good follow-up skills
Strong interpersonal skills
Ability to multi-task in a dynamic environment
Requires basic knowledge of the organization, products and/or services
Requires knowledge of financial markets and trading strategies
Excellent verbal and written communication skills
Proven ability to meet and exceed productivity and performance goals
Must be technologically savvy and able to quickly learn new systems
Ability to adapt and seek solutions for customers in a fast-paced environment
Must be flexible to work assigned shift within center hours of operation
Strong desire for point of call resolution
Focus on client satisfaction
Call center experience is preferred but not required
Previous Brokerage experience is a plus
1+ years of financial industry experience
1st shift (United States of America)
Hours Per Week:
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Manages People: No
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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.
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