2 days old

Enterprise Relationship Consultant - REQUIRED Series 7 - Hopewell, NJ

Bank of America
Pennington, NJ
  • Job Code
Company Bank of America

Job Title Enterprise Relationship Consultant - REQUIRED Series 7 - Hopewell, NJ

Jobid bankofamerica-17083465PenningtonNJ

Location: Pennington, NJ, 08534, USA

Description **Job Description:**

**Position Description**

Provide ongoing service and support to Merrill Edge clients as they

transition from an Advised to Self-Directed relationship as well as

support to hybrid advised/self-directed clients.

+ Educate clients on options and fulfill to the appropriate solution

+ Able to offer limited advice

+ Provide ongoing service support to MESD clients

**Key Responsibilities**

+ Provide high caliber of service through general inquiries,

+ account maintenance, online access, website navigation and unsolicited

+ securities trading.

+ Deliver on key performance metrics, including client

+ satisfaction, productivity, quality and service standards.

+ Research and resolve client requests

+ Maintain current knowledge of Merrill Edge products, policies

+ and services while keeping abreast of financial markets and regulations

+ Uncover additional client needs, deepen existing relationships

+ and refer clients to partner businesses

+ Deliver exceptional service to clients by answering general

+ account inquiries and providing quotes and account balances upon

+ request

+ Accurately execute and confirm trade orders as well as a

+ variety of securities transactions initiated by self-directed clients

+ Assist clients with brokerage consumer website usage and

+ navigation

+ Perform unsolicited trading requests

+ Educate potential and existing clients about self-directed products and

+ services.

**Required Skills:** " **MUST** " have these skills to be minimally qualified.

+ **Series 7 and 66 required. If Series 66 not currently held, must be obtained within 90 days**

+ Demonstrated passion and interest in financial markets

+ Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy

+ Strong analytical and organizational skills

+ Detail oriented, with good follow-up skills

+ Strong interpersonal skills

+ Ability to multi-task in a dynamic environment

+ Requires basic knowledge of the organization, products and/or services

+ Excellent verbal and written communication skills

+ Must be technologically savvy and able to quickly learn new systems

+ Ability to adapt and seek solutions for customers in a fast-paced environment

+ Must be flexible to work assigned shift within center hours of operation

+ Strong desire for point of call resolution and a focus on client satisfaction

**Posting Date** : 12/28/2017

**Location** :


- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 37.5

**Shift** : 1st shift

**Weekly Schedule** : M-F 8:30 – 5:30

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

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Enterprise Relationship Consultant - REQUIRED Series 7 - Hopewell, NJ

Bank of America
Pennington, NJ

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Enterprise Relationship Consultant - REQUIRED Series 7 - Hopewell, NJ

Bank of America
Pennington, NJ

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