Bank Of America Participant Services Financial Solutions Advisor Series Required 

United States, New Jersey 

861071428

We’ll help you:

• Further strengthen participant relationships by anticipating needs, exceeding service expectations and following through on commitments
• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant’s investment needs
• Consistently identify participant opportunities and engage key partners as needed
• Ability to grasp and apply complex technical material quickly

Required Qualifications

• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• Passion for excellence and willingness to work to exceed client expectations
• Strong computer skills with an ability to multitask in a fast paced environment

This job is responsible for providing remote operations and brokerage assistance from the financial center, allowing advisors to prioritize building relationships with new and prospective clients. Key responsibilities include providing dedicated reactive and proactive brokerage support to clients and prosects.

Responsibilities:

• Provides ad-hoc inbound brokerage support including service requests, money movement, new account support, and expertise on Merrill Guided Investing with an Advisor (MGIA), Merrill Edge Select Portfolios (MESP), Merrill Guided Investing (MGI), and Merrill Edge Self-Directed (MESD) accounts
• Provides dedicated operational and sales support, such as account service, maintenance, and management and oversees the onboarding, funding, and enrollment processes
• Partners with support teams to conduct in-depth research and resolution of complex situations and escalations in a timely fashion
• Assesses client needs and identifies and recommends solutions

Additional Skills Used:

• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Prioritization
• Active Listening
• Decision Making
• Emotional Intelligence
• Result Orientation
• Written Communications
• Account Management
• Adaptability
• Client Experience Branding
• Coaching
• Referral Identification

1st shift (United States of America)