Financial Services Representative - Merrill Wealth Management

Bank of America•Chandler, AZ

2d•Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. Its goals-based approach includes planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s advisory teams combine investment insights with the banking convenience of Bank of America, and the company describes its workplace culture as focused on in-office collaboration, engagement, and career development, with role-specific flexibility based on business needs. The Financial Services Representative services corporate-sponsored plans, including retirement and benefit plans, defined contribution and defined benefit plans, non-qualified deferred compensation plans, and equity award service plans. The role provides client care, develops client relationships, and guides clients toward needs-based solutions that support their financial goals. It includes trading investment instruments, resolving complex account inquiries, helping clients use online and self-service channels, and managing risk through authentication and compliance. The position is based at the listed Pennington, New Jersey location. The posting identifies first- and second-shift availability and states that the role is 40 hours per week in the qualifications section, while the pay transparency details list 37.5 hours per week. The pay range is $25.00–$30.00 per hour, with offers based on experience, education, and skill set. The role has base salary compensation and is not incentive eligible. It is currently benefits eligible.

Requirements

Hold, or obtain within 240 days of the start date, FINRA Securities Industry Essentials (SIE), Series 7 Top-Off, and Series 63 licenses.
Be flexible to work various shifts, which may include a weekend day.
High school diploma, GED, secondary school, or equivalent.

Nice To Haves

Currently hold or be pursuing a bachelor's degree.
Experience in a call center and/or a financial or banking center.
Customer service experience.
Ability to learn and adapt to new information and technology platforms.
Skills in account management, customer and client focus, issue management, oral communications, regulatory compliance, active listening, adaptability, problem solving, risk management, attention to detail, business acumen, trading, valuation, and ethics and practice standards.

Responsibilities

Trade stocks, bonds, and other investment instruments for high-net-worth clients, casual investors, and active traders.
Handle escalated and complex account inquiries with care, resolving concerns in a timely manner and delivering exceptional customer service.
Navigate multiple systems to migrate clients to online and self-service delivery channels that provide 24/7 account access.
Manage risk by accurately authenticating clients, following policies and procedures, and proactively identifying and escalating potential risk.
Service corporate-sponsored retirement, benefit, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans.
Grow client relationships and guide clients with needs-based solutions that support their financial goals.