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Investment Specialist

Hunt Valley, MD, United States

Job number: 18003961

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Job Description:

Investment Specialist

Investment Specialists work in the Merrill Edge Investment Center helping self-directed investors with their account and trading needs. You will assist clients with education on our online platform, research, enterprise offerings and deepen relationships through understanding financial goals. The Investment Center provides several career paths including a variety of specialty teams servicing technology needs, online chat and email, and advanced trading techniques.

Exciting opportunity to make a meaningful difference in the financial lives of others

Deepen client relationships by delivering world-class customer care and investment expertise

Join a company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power

Earn a competitive base salary with opportunities for performance-based bonuses and career growth in a fast-paced culture

The Ideal Candidate is:

Highly self-motivated and goal-orientated

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

Eager to have a career at a fast-growing company that rewards hard work and dedication

Committed to maintaining Series 7 & 66 securities licenses


Nationally recognized New Hire Training Program

Pay for performance bonuses

Top tier benefits through Bank of America – 401(k) Match, Medical/Dental/Vision, 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

Required Skills & Abilities

  • Series 7 & 66 (or both the 63 and 65) is required; if not currently held, Series 7 & 66 must be obtained within 120 days
  • Communicate effectively
  • Strong computer skills with an ability to multitask in a fast paced environment
  • Requires basic knowledge of the organization, products and/or services
  • Ability to adapt and seek solutions for customers in a fast-paced environment
  • Bachelors degree is preferred, or 1-2 years relevant work experience

Preferred Skills & Abilities:

  • 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
  • Previous knowledge of client account services

**Must have open flexibility to work Mondays through Saturdays**

Posting Date: 01/22/2018

- United States

Travel: No

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

Weekly Schedule: Open availability Mondays through Saturdays

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