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Retirement Benefits- Financial Services Representative

Bank of America | Pennington NJ 08534 USA | Full Time | Posted: 04/09/2021

Job Descriptiontop

Job Description:

Role Overview
As a Retirement Benefits Financial Services Representative (FSR) you’ll work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). You will be required to obtain the FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days (if not currently held). We prepare you for the licensing exams by providing resources and materials, a personalized study track and a dedicated group of licensed leaders available for questions and support. 

What you’ll do
As a Retirement Benefits Financial Services representative you will provide first-call resolution and will be responsible for:

Providing clients with clear information and specific details on their retirement and benefit plans
Error-free processing of financial transactions including stock, money market and mutual fund trades 
Demonstrating professionalism, trust and teamwork
Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients’ questions and inquiries
Proactively identifying and escalating risks and seeking opportunities to improve the customer experience
Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access

Schedule: Mon-Fri, 40 hours per week; should be flexible to work 8 hours/day between 7:00am and 9pm, schedule to be determined during training.

Required Skills & Experience

FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license. If not currently held, must be obtained within 240 days. This requires the ability to understand and retain financial terms and concepts, dedication to spending the needed time to study and an unwavering commitment to stay on track with the study plan
Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence
History of effective problem-solving and decision-making skills that balances the needs of all parties involved
Recent experience with identifying creative solutions to improve a customer experience or key process
Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day

Desired Skills & Experience

FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses
Knowledge of financial terms and concepts
Understanding of retirement plans and  products

**Multiple Shifts Available**

  • Required to work from the primary work location listed when not in remote operating stance
  • Initially you may be required to work from home and/or remotely in this role:
    • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
    • Sufficient room to set up a laptop, monitor, keyboard and mouse
    • Comfortable space to work for a full shift
    • Quiet, private and SECURE space in which to work


1st shift (United States of America)

Hours Per Week: 


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Location Pennington, NJ, 08534, United States
Categories Unspecified

Location Maptop

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Job Code 21007647

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