Job Description:

Merrill Life Services Team (LS) Relationship Consultants guide clients and beneficiaries through making informed financial decisions when inheriting assets. By developing a relationship with the client and being the dedicated point of contact, our Consultants are able to engage clients in goals-based conversations that provide education on inheriting assets while delivering solutions that lead to a promising financial future. Our Consultants are industry and market-aware, demonstrating a strong knowledge of investments and ability to leverage the Bank of America and Merrill model in their interactions with clients. Our Consultants own the entire process and experience for the client or beneficiary, from relationship management to trading to consolidating assets.

If you want an opportunity to make an impact on a client’s life and be a part of a highly collaborative team, while working towards a competitive variable compensation, this is the role for you.

And, if you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, Bank of America is the company for you.

We’ll help you:

• Develop your skills to identify broad financial needs of individuals based on their goals, decision making processes, priorities, and current strategies.
• Demonstrate knowledge of investments, financial markets by applying key principles appropriately.
• Fully understand enterprise products and services to align to client’s needs
• Consistently identify opportunities and engage key partners as needed
• Leverage the full breadth of our digital platform and services in order to provide convenient, engaging, streamlined, and expedited services to clients

Required Skills: "Must" have these skills to be minimally qualified

• 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
• Attention to detail and high quality work standards
• Strong time management skills including the ability to prioritize and plan, organize, follow up, problem solve, and effectively manage your own workload
• Ability to adapt and embrace change in a highly evolving environment

Enterprise role overview:

This position entails extensive telephone interactions assisting account holders and beneficiaries with required documentation for distributing and transferring assets. Responsible for ensuring timely review and distribution of assets while adhering to procedures and guidelines. Responsible for providing quality service to maintain high Service Levels, Client Experience, Retention and Productivity. End to end ownership of account holders and beneficiaries. Responsibilities include placing trades, client deepening and retention, along with identifying solutions for financial needs and goals. Licensing requirements are as follows: Series 7 & 66 or their equivalent.

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