Posted by At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most
Investment Specialist Trainee – Jacksonville, Florida
Job Description:
As an Investment Specialist Trainee, you will work in a phone based environment from a Merrill Contact Center.
Your responsibilities include a focus on service to sales with existing Merrill clients. By providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
Becoming a licensed and registered representative who is able to trade stocks, bonds, and other investment instruments for clients ranging from casual investors to high net worth and active traders.
Working in a well-compensated, highly collaborative environment.
Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America.
Qualification:
Is client-focused with a passion for excellence and a positive team attitude.
Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment.
Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
Is an effective communicator with an aptitude for sales and relationship management
Has strong computer skills