Financial Service Representative - Retirement and Benefits Investement Specialist - 2nd Shift

Company: Disability Solutions
Location: Chandler
Posted on: May 4, 2024

Job Description:

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Job Description:This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. Responsibilities:

• Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
• Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential riskRequired Qualifications:
  • Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days
  • 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
  • Must be flexible to work various shifts; Monday - Sunday , 8:00 pm - 6:30 am EST; 40 hours per weekDesired Qualifications:
    • Experience in a call center or a financial/banking center
    • Understands Retirement plans and products
    • Knowledge of financial terms and concepts
    • Customer service experienceSkills:
      • Account Management
      • Customer and Client Focus
      • Issue Management
      • Oral Communications
      • Regulatory Compliance
      • Active Listening
      • Adaptability
      • Problem Solving
      • Risk Management
      • Attention to Detail
      • Business Acumen
      • Trading
      • Valuation Ethics and Practice StandardsShift:2nd shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Tempe , Financial Service Representative - Retirement and Benefits Investement Specialist - 2nd Shift, Accounting, Auditing , Chandler, Arizona