eCommerce Team Unlicensed Investment Specialist (Sr Customer Service Rep) - Merrill Edge (Series 7 &
Company Name:
Bank of America Corp.
Title: eCommerce Team Unlicensed Investment Specialist (Sr Customer Service Rep) - Merrill Edge (Series 7 & 63 required within 90 days) - Lincoln, RI
Location: RI-Lincoln
Other Locations:
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.
Specific eCommerce Specific
Job Description:
Respond to existing Merrill Edge client requests and inquiries via secure email, provide general information to prospective clients via unsecure email, and monitor Bank of America email system for additional Merrill Edge client requests. Research and resolve escalated service issues and explain via email using efficient and professional language. Contact clients via telephone as necessary to obtain clarifying information or to provide additional information. Leverage internal resources to determine first point of contact resolution of client issues. Identify and process written complaints according to internal and industry policies. Accountable for defined and measured goals including email productivity and QA scores. This individual may also provide incoming call assistance as business needs and service levels dictate.
Enterprise
Job Description:
OurMerrill Edge Sr Customer Service Representativesare dedicated to providing world class service to our clients by providing point of call assistance and resolution.
Specific Responsibilities include:
Deliver exceptional service to clients by answering general account inquiries and providing quotes and account balances upon request
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Perform unsolicited trading requests
Educate potential and existing clients about self-directed products and services
Research and resolve client requests
Maintain current knowledge of Merrill Edge products, policies and services while keeping abreast of financial markets and regulations
Uncover additional client needs, deepen existing relationships and refer clients to partner businesses
Hires must be open to working any shift assigned during center hours of operation. Perfect attendance is required during training period.
Unlicensed hires will be required to obtain the Series 7 & 63 within 90 days from date of hire. Failure to obtain licensing within that time frame will result in termination.
Training Start Date is June 2, 2014
Required Skills: MUST have these skills to be minimally qualified.
Series 7 and 63 preferred;if not currently held,Series 7 and 63 must be obtained within 90 days
Demonstrated passion and interest in the financial markets
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Strong analytical and organizational skills
Detail oriented, with good follow-up skills
Strong interpersonal skills
Ability to multi-task in a dynamic environment
Requires basic knowledge of the organization, products and/or services
Excellent verbal and written communication skills
Proven ability to meet and exceed productivity and quality monitoring goals
Must be technologically savvy and able to quickly learn new systems
Ability to adapt and seek solutions for customers in a fast-paced environment
Must be flexible to work assigned shift within center hours of operation
Strong desire for point of call resolution
Focus on client satisfaction
Must have strong reading comprehension abilities
Desired:
Call center experience is preferred but not required
Previous Brokerage experience is a plus
1 years of financial industry experience CA-Call Center
Organization: 1784058-PREFERRED AND SMALL BUSINESS BANKINGEstimated Salary: $20 to $28 per hour based on qualifications.
Bank of America Corp.
Title: eCommerce Team Unlicensed Investment Specialist (Sr Customer Service Rep) - Merrill Edge (Series 7 & 63 required within 90 days) - Lincoln, RI
Location: RI-Lincoln
Other Locations:
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.
Specific eCommerce Specific
Job Description:
Respond to existing Merrill Edge client requests and inquiries via secure email, provide general information to prospective clients via unsecure email, and monitor Bank of America email system for additional Merrill Edge client requests. Research and resolve escalated service issues and explain via email using efficient and professional language. Contact clients via telephone as necessary to obtain clarifying information or to provide additional information. Leverage internal resources to determine first point of contact resolution of client issues. Identify and process written complaints according to internal and industry policies. Accountable for defined and measured goals including email productivity and QA scores. This individual may also provide incoming call assistance as business needs and service levels dictate.
Enterprise
Job Description:
OurMerrill Edge Sr Customer Service Representativesare dedicated to providing world class service to our clients by providing point of call assistance and resolution.
Specific Responsibilities include:
Deliver exceptional service to clients by answering general account inquiries and providing quotes and account balances upon request
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Perform unsolicited trading requests
Educate potential and existing clients about self-directed products and services
Research and resolve client requests
Maintain current knowledge of Merrill Edge products, policies and services while keeping abreast of financial markets and regulations
Uncover additional client needs, deepen existing relationships and refer clients to partner businesses
Hires must be open to working any shift assigned during center hours of operation. Perfect attendance is required during training period.
Unlicensed hires will be required to obtain the Series 7 & 63 within 90 days from date of hire. Failure to obtain licensing within that time frame will result in termination.
Training Start Date is June 2, 2014
Required Skills: MUST have these skills to be minimally qualified.
Series 7 and 63 preferred;if not currently held,Series 7 and 63 must be obtained within 90 days
Demonstrated passion and interest in the financial markets
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Strong analytical and organizational skills
Detail oriented, with good follow-up skills
Strong interpersonal skills
Ability to multi-task in a dynamic environment
Requires basic knowledge of the organization, products and/or services
Excellent verbal and written communication skills
Proven ability to meet and exceed productivity and quality monitoring goals
Must be technologically savvy and able to quickly learn new systems
Ability to adapt and seek solutions for customers in a fast-paced environment
Must be flexible to work assigned shift within center hours of operation
Strong desire for point of call resolution
Focus on client satisfaction
Must have strong reading comprehension abilities
Desired:
Call center experience is preferred but not required
Previous Brokerage experience is a plus
1 years of financial industry experience CA-Call Center
Organization: 1784058-PREFERRED AND SMALL BUSINESS BANKINGEstimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
