As a Retirement Benefits Financial Services Representative (FSR) you’ll work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). You will be required to obtain the FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days (if not currently held). We prepare you for the licensing exams by providing resources and materials, a personalized study track and a dedicated group of licensed leaders available for questions and support.
What you’ll do
As a Financial Services representative you will provide first-call resolution and will be responsible for:
Providing clients with clear information and specific details on their retirement and benefit plans
Error-free processing of financial transactions including stock, money market and mutual fund trades
Demonstrating professionalism, trust and teamwork
Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients’ questions and inquiries
Proactively identifying and escalating risks and seeking opportunities to improve the customer experience
Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access
Representatives are client-facing customer service professionals who work in a team environment assisting Merrill Lynch clients with financial transactions and inquiries relating to retirement and benefit plans. 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.
Required Skills & Experience
Desired Skills & Experience
Shift:1st shift (United States of America)
Hours Per Week:40
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