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Investment Specialist – Life Services (Series 7 required)

Rolling Meadows, IL, United States

Job number: 17080953

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Job Description:

The Merrill Edge Life Services team specializes in end-to-end relationship management, guiding heirs and executors through the wealth transition experience.

Help clients make informed decisions with inherited assets through a dedicated relationship

Engage clients in goals-based financial conversations, provide education on inheriting assets, and deliver solutions to meet client needs

Deepen the client relationship through retention and consolidation with Merrill Edge

Take ownership of the process and managing it from beginning to end

The Ideal Candidate is

Highly self-motivated and goal-orientated

Client-focused with a passion for excellence and positive team attitude

Eager to start a career at a company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power₁

Highly attentive to detail and multi-tasking in a fast-paced contact-center environment

Empathetic and focused on understanding client perspectives and needs



Nationally recognized New Hire Training Program, with 4-5 months of full time paid training

Pay for performance bonuses

Top tier benefits through Bank of America – such as  401k match, medical/dental, tuition reimbursement, childcare assistance, paid vacation time

Access to Employee Networks such as: Women’s Leadership, LGBT Pride, Black Professionals, Asian Leadership, Military Support Awareness, Inter-Generational

As a Preferred Transition Specialist you will deliver end-to-end relationship management, guide heirs and executors through the wealth transition experience. In this role, you will connect with clients to understand financial goals, provide education on inheriting assets, and deliver solutions to meet client needs – all while providing a white-glove client experience. Through active client engagement, you will deepen client relationships by retaining and consolidating assets with Merrill Edge and completing the transition by understanding necessary document requirements.  You are responsible for taking ownership of the process and managing it entirely.

PLEASE CLICK ON THE LINK AND WATCH THIS New Merrill Edge Recruiting Video:  prior to applying so you get a great understanding on Merrill Edge! 

Required Skills:

  • Series 7 and Series 66 is required; if 66 not currently held, must be obtained within 90 days
  • Ability to establish strong client relationships
  • Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings
  • Ability to adapt and embrace change in a highly evolving environment
  • Attention to detail and high quality of work standards
  • Strong computer skills with an ability to multitask in a fast paced environment
  • Ability to adapt and seek solutions for customers and communicate effectively
  • Bachelor’s degree is preferred, or 1-2 years relevant work experience

Preferred Skills:

  • Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
  • Capable of effectively operating in a team oriented and highly collaborative environment
  • Excellent interpersonal, leadership and oral/written communication skills
  • Capable of multi-tasking and working efficiently under stress and high volume
  • Proven ability to meet and exceed productivity and quality monitoring goals

Enterprise Role Overview

This position entails extensive telephone interactions assisting account holders and beneficiaries with required documentation for distributing and transferring assets. Responsible for ensuring timely review and distribution of assets while adhering to procedures and guidelines. Responsible for providing quality service to maintain high Service Levels, Client Experience, Retention and Productivity. End to end ownership of account holders and beneficiaries. Responsibilities include placing trades, client deepening and

retention, along with identifying solutions for financial needs and goals. Licensing requirements are as follows: Series 7 & 66 or their equivalent.

Posting Date: 01/02/2018

Rolling Meadows, IL, 1600 Golf Rd (IL3511),
- United States

Travel: No

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

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