Merrill Life Services Relationship Consultant (Series 7 Required)
Company: Bank of America Corporation
Location: Lincoln
Posted on: January 26, 2023
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Job Description:
Job Description:
Merrill Life Services Team (LS) Relationship Consultants guide
clients and beneficiaries through making informed financial
decisions when inheriting assets. By developing a relationship with
the client and being the dedicated point of contact, our
Consultants are able to engage clients in goals-based conversations
that provide education on inheriting assets while delivering
solutions that lead to a promising financial future. Our
Consultants are industry and market-aware, demonstrating a strong
knowledge of investments and ability to leverage the Bank of
America and Merrill model in their interactions with clients. Our
Consultants own the entire process and experience for the client or
beneficiary, from relationship management to trading to
consolidating assets.
If you want an opportunity to make an impact on a client's life and
be a part of a highly collaborative team, while working towards a
competitive variable compensation, this is the role for you.
And, if you are interested in growing a long term career in
finance, passionate about developing strong relationships with
clients, Bank of America is the company for you.
We'll help you:
* Develop your skills to identify broad financial needs of
individuals based on their goals, decision making processes,
priorities, and current strategies.
* Demonstrate knowledge of investments, financial markets by
applying key principles appropriately.
* Fully understand enterprise products and services to align to
client's needs
* Consistently identify opportunities and engage key partners as
needed
* Leverage the full breadth of our digital platform and services in
order to provide convenient, engaging, streamlined, and expedited
services to clients
Required Skills: "Must" have these skills to be minimally
qualified
* Series 7, and 66 or equivalent (if not currently held, Series 66
must be obtained within 90 days)
* Passion for excellence and willingness to work to exceed client
expectations
* Strong computer skills with an ability to multitask in a fast
paced environment
* Attention to detail and high quality work standards
* Strong time management skills including the ability to prioritize
and plan, organize, follow up, problem solve, and effectively
manage your own workload
* Ability to adapt and embrace change in a highly evolving
environment
Enterprise role overview:
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.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Keywords: Bank of America Corporation, Providence , Merrill Life Services Relationship Consultant (Series 7 Required), Professions , Lincoln, Rhode Island
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