Financial Service Representative- Retirement jobs at Bank Of America in United States, Jacksonville
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Jacksonville
36 jobs found
24.06.2024
BOA
Bank Of America Financial Service Representative- Retirement United States, Florida, Jacksonville
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
Processes transactions according to established procedures and prescribed processes. Demonstrates operational discipline while handling routine and standard operational functions. Covers one or more operations functional areas, such as analyses, report...
Processes transactions according to established procedures and prescribed processes. Demonstrates operational discipline while handling routine and standard operational functions. Covers one or more operations functional areas, such as analyses, report...
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 registrations. Variable Annuity Insurance licensing (or ability to obtain within Compliance deadline). 2-5+ Years experience in the financial industry. 2+...
Bachelor’s Degree in Business or related field. 2-5+ Years experience in the financial industry. 2+ Years experience working directly with product wholesalers and financial advisors. 2+ Years experience with retirement...
Business Operations Management. Customer Service Management. Prioritization. Reporting. Trade Operations Management. Data Collection and Entry. Data and Trend Analysis. Organizational Effectiveness. Process Management. Quality Assurance. Customer and Client Focus. Oral...
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
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