Sr Registered Phone Rep- Retirement Benefits Investment Specialist jobs at Bank Of America
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882 jobs found
23.06.2024
BOA
Bank Of America Sr Registered Phone Rep- Retirement Benefits Investment Spec... United States, New Jersey
FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses. Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial...
1+ years of customer service experience. Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days. Displays...
Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and...
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
Performs standard transaction processing and reconciliation according to the established guidelines and procedures. Responds to client inquiries through numerous channels to support operational efficiency and quality client service. Performs basic...
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...
2-5+ years of experience in the investment industry, preferably in an analytical role related to investment manager due diligence, equity research, quantitative research, portfolio management/construction, or asset allocation. Must have...
FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses. Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial...
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