Financial Services Representative - Merrill Wealth Management

Bank of America•Tampa, FL

4d•$25 - $30•Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. It focuses on goals-based wealth management, including retirement, education, legacy, and other life-goal planning. Its advisory teams combine investment insights from Merrill with the banking convenience of Bank of America. This role 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 representative provides client care, develops client relationships, and guides clients toward needs-based solutions that support their financial goals. The role is based in Merrill’s in-office culture, with workplace expectations and flexibility determined by role responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite.

Requirements

Hold FINRA Securities Industry Essentials (SIE), Series 7 Top-Off, and Series 63 licenses, or obtain them within 240 days of the start date.
Be flexible to work various shifts, which may include a weekend day.
The posting specifies 40 hours per week in its shift requirement.

Nice To Haves

Currently hold or be pursuing a bachelor's degree.
Experience in a call center and/or financial or banking center.
Customer service experience.
Ability to learn and adapt to new information and technology platforms.

Responsibilities

Trade stocks, bonds, and other investment instruments for high-net-worth clients, casual investors, and active traders.
Handle escalated and complex account inquiries, resolve concerns in a timely manner, and deliver 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, adhering to policies and procedures, and proactively identifying and escalating potential risks.
Service corporate-sponsored retirement, benefit, and other plans; provide client care, grow client relationships, and guide clients with needs-based solutions.