Financial Services Representative 401K or Equity (1st ...

Job Description:Role OverviewAs 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 doAs 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 plansError-free processing of financial transactions including stock, money market and mutual fund trades Demonstrating professionalism, trust and teamworkNavigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients'' questions and inquiriesProactively identifying and escalating risks and seeking opportunities to improve the customer experienceEffectively migrating clients to on-line and self-service delivery channels that enable 24/7 account accessRequired Skills & ExperienceFINRA 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 planProven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidenceHistory of effective problem-solving and decision-making skills that balances the needs of all parties involvedRecent experience with identifying creative solutions to improve a customer experience or key processDemonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and proceduresIntellectually curious self-starter committed to making a positive impact on every client, through every call, every dayDesired Skills & ExperienceFINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licensesKnowledge of financial terms and conceptsUnderstanding of retirement plans and productsJob Band:H7Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Role OverviewAs 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 doAs 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 plansError-free processing of financial transactions including stock, money market and mutual fund trades Demonstrating professionalism, trust and teamworkNavigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients'' questions and inquiriesProactively identifying and escalating risks and seeking opportunities to improve the customer experienceEffectively migrating clients to on-line and self-service delivery channels that enable 24/7 account accessRequired Skills & ExperienceFINRA 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 planProven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidenceHistory of effective problem-solving and decision-making skills that balances the needs of all parties involvedRecent experience with identifying creative solutions to improve a customer experience or key processDemonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and proceduresIntellectually curious self-starter committed to making a positive impact on every client, through every call, every dayDesired Skills & ExperienceFINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licensesKnowledge of financial terms and conceptsUnderstanding of retirement plans and productsJob Band:H7Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:Role OverviewAs 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 doAs 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 plansError-free processing of financial transactions including stock, money market and mutual fund trades Demonstrating professionalism, trust and teamworkNavigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients'' questions and inquiriesProactively identifying and escalating risks and seeking opportunities to improve the customer experienceEffectively migrating clients to on-line and self-service delivery channels that enable 24/7 account accessRequired Skills & ExperienceFINRA 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 planProven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidenceHistory of effective problem-solving and decision-making skills that balances the needs of all parties involvedRecent experience with identifying creative solutions to improve a customer experience or key processDemonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and proceduresIntellectually curious self-starter committed to making a positive impact on every client, through every call, every dayDesired Skills & ExperienceFINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licensesKnowledge of financial terms and conceptsUnderstanding of retirement plans and products Shift:1st shift (United States of America)Hours Per Week: 40

Created: 2021-11-29