Series 7 and Series 66 is required (if 66 is not currently held, would need to obtain it within 90 days of start date)
Ability to establish strong client relationships
Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings
Ability to adapt and embrace change in a highly evolving environment
Attention to detail and high quality of work standards
Strong computer skills with an ability to multitask in a fast paced environment
Ability to adapt and seek solutions for customers and communicate effectively
Bachelor’s degree is preferred, or 1-2 years relevant work experience
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Capable of effectively operating in a team oriented and highly collaborative environment
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi-tasking and working efficiently under stress and high volume
Proven ability to meet and exceed productivity and quality monitoring goals
Enterprise Role Review:
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
Locations: Pennington, NJ; Jacksonville, FL; Lincoln, Rhode Island
About Bank of America
By delivering capabilities through eight lines of business, we provide a unique advantage to each customer and client: the powerful expertise of one team, working together to deliver on our purpose to help make financial lives better through our focus on responsible growth.
Employees in banking, markets and finance roles work directly with individual clients across the U.S., as well as companies and institutional clients globally. This includes our Consumer & Small Business, Wealth Management and Global Banking & Markets lines of business.
Employees in our business support functions work on specialist teams to ensure the strategic, efficient and successful operations of our organization’s day-to-day business. Our administrative, finance, audit, human resources, risk and legal functions make up this team.
Employees in technology and operations help provide the infrastructure, technology platforms and information security capabilities crucial to our ability to serve our clients.