Bank of America Premium Investment Specialist - High Net Worth Team (Series 7 Required) in Rolling Meadows, Illinois

Job Description:

The Merrill Edge Investment Center is a multi-site service center with locations in Chandler, AZ; Hopewell, NJ; Jacksonville, FL and Lincoln, RI and functions as the primary service provider for Merrill Edge self-directed clientele. The goal of the Investment Center is to provide the highest caliber of service to Merrill Edge clients through general inquiries, account maintenance, online access, website navigation and unsolicited securities trading. The team delivers on key performance metrics, including client satisfaction, productivity, quality and service standards. Our Merrill Edge Investment Specialists are dedicated to providing world class service to our clients by providing point of call assistance and resolution.

Specific Responsibilities include:

  • Provide service and support for high valued self directed client's complex trading and servicing needs

  • Requires in-depth knowledge of trading mechanics, fixed income, margin, options and margin regulations

  • Deliver on performance goals, such as client satisfaction, retention, and quality while expanding the breadth and depth of client relationships

  • Grow existing client relationships within the Premium client base through call campaigns and real-time retention strategies

  • Take a client-focused approach by being a reliable expert on the client's most complex trading, servicing and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share

  • Anticipate client dissatisfaction or relationship-risk and immediately work with manager and partners to resolve and exceed client expectations

  • Deliver efficient and responsive resolution for various client situations, owning the management of the case, partnering with various depts, researching the issue and communicating the solution to the client

  • Exhibit critical thinking / problem solving skills to immediately address escalated client issues

  • Develop an expert knowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution for client needs

  • Ability to work seamlessly across all Enterprise and Preferred business lines to deliver a world-class client experience

  • Strong risk-management aptitude

Required skills:

  • Strong communication skills

  • Ability to clearly articulate Merrill Edge product features and benefits

  • Series 7 required

  • Series 66 required, if not currently held, Series 66 must be obtained within 90 days

  • Minimum of 2 – 4 years of investment, trading and brokerage experience required

  • Ability to seamlessly service Premium clients in the most complex investment strategies

  • Deep understanding of all key Edge processes and procedures

  • Strong analytical and organizational skills

  • Detail oriented with focus on first call resolution

  • Strong interpersonal skills and the ability to work in a team environment

  • Ability multi-task and leverage multiple systems and applications

  • Experience with advanced trading strategies, options, fixed income, and margin required

  • Sound decision making skills with ability to manage risk and overall client experience

Desired skills :

  • Knowledge of the Enterprise platforms is a plus (US Trust, BAC, Advisory)

Posting Date : 03/13/2018

Location :

Rolling Meadows, IL, 1600 Golf Rd (IL3511),

  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Weekly Schedule : Monday-Sunday: Must be available to work any hours

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