Financial Services Representative - Merrill Wealth Management

Bank of America • Jacksonville, FL

4d • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services, including goals-based advice for retirement, education, legacy, and other life goals. Financial Advisors and Wealth Management Client Associates help clients pursue their goals through personal relationships and access to Merrill investment insights and Bank of America banking services.

This position 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 exceptional client care, grows client relationships, and guides clients toward needs-based solutions that support their financial goals. Merrill describes its workplace culture as committed to in-office collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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.
• Work 40 hours per week.
• High school diploma, GED, secondary school, or equivalent.
• Skills include 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, and valuation ethics and practice standards.

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, resolving concerns in a timely manner and delivering exceptional customer service.
• Navigate multiple systems to migrate clients to online and self-service channels that enable 24/7 account access.
• Manage risk by accurately authenticating clients, adhering to 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED