Trade Elevation Senior Investment Specialist

Job Description: This job is responsible for executing on client service activities by answering general inquiries, performing account maintenance, assisting with online access and website navigation, and executing and confirming trade orders initiated by self-directed clients. Key responsibilities include uncovering additional client needs, deepening existing relationships, and referring clients to partner businesses. In a call center setting, Senior Investment Specialists provide the highest caliber of service to Merrill Edge clients through general inquiries, account maintenance, online access, website navigation and execution/confirmation of trade orders initiated by self-directed clients. Senior Investment Specialists also uncover additional client needs, deepen existing relationships and refer clients to partner businesses Associates provide limited research and counseling services on limited products but do not develop client relationships. May follow up on client contacts to close the sale of investment products. Licensing requirements are as follows: Series 7 & 66 (or 63 & 65 equivalent). Trade Elevation Senior Investment Specialists deliver phone based support to internal and external clients. The team is leveraged to manage frontline risk through answering inquiries regarding buying power, margin, investment products, trading, market mechanics and corporate action inquiries. The team also supports entering higher risk or uncommon trades which require greater expertise. Team members develop an expert understanding of internal policies, procedures and processes to leverage in their role of providing frontline risk mitigation. The role broadens as experience and expertise is gained. Opportunities include margin operations, trading pre-approvals, corporate actions administration, option risk mitigation among other risk management tasks and projects. Additional Details: Consider this role if you are someone who brings a positive attitude to work, likes to solve problems, makes few mistakes, and hangs your hat on ownership. You are flexible and productive in your current role. You have enough knowledge and experience to discuss the use of margin, equity and option trading, and related trading violations with clients. You are comfortable with the Merrill Edge platform/website and client order entry procedure and understand the products and services provided by our firm. You can expect to develop expertise in trading, markets, options and margin as a member of our Trade Elevation You are a self-starter who can works independently, collaborates with other and is a very good communicator. Responsibilities: Performs account maintenance, addresses online access requests, and prioritizes increasing overall client engagement and satisfaction through timely resolution and assistance with client inquiries Assists with product fulfillment and supervision requirements including maintenance for missed review and Not In Good Order (NIGO), funding, terminations, and withdrawals requests Engages in relationship building opportunities and partners with appropriate business counterparts when opportunities are identified Required Qualifications Series 7 and 66 Desired Qualifications: Good Communications Skills Knowledge of Investment Products and Markets Retail Investment/Trading Experience Contact Center Experience Skills: Account Management Attention to Detail Critical Thinking Customer and Client Focus Oral Communications Active Listening Decision Making Emotional Intelligence Result Orientation Trading Client Experience Branding Client Solutions Advisory Prioritization Referral Identification Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range $33.65 - $43.27 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - Privacy Statement -