**Multiple Shifts Available**
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 Retirement Benefits Financial Services representative you will provide first-call resolution and will be responsible for:
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:
Required to work from the primary work location listed when not in remote operating stance
• Initially you may be required to work from home and/or remotely in this role:
o Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
o Sufficient room to set up a laptop, monitor, keyboard and mouse
o Comfortable space to work for a full shift
o Quiet, private and SECURE space in which to work
Shift:1st shift (United States of America)
Hours Per Week:40
Learn more about this role