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Consumer Investments Online Conversion Text / Chat Specialist

Lincoln, Rhode Island

Job Description:

The Consumer Investments Online Conversion Text / Chat Specialist works with prospects who navigate to the Merrill unauthenticated site and would like information about becoming a Merrill client. Provides customer solutions through seamless delivery of service, and/or fulfillment requests through online text chat messages or emails, in a contact center environment.

The Consumer Investments Online Conversion Text /Chat Specialist’s primary job functions include, but are not limited to:

  •  Providing detailed information about Merrill pricing and products

  •  Assisting prospects with completing and submitting the online new account application

  •  Educating prospects and existing clients on retirement account rules and rollover options

  •  Providing prospects and existing clients with information about how to transfer cash and/or assets to their account(s)

  •  Processing pending applications sent to a dedicated inbox

  •  Referring prospects and new clients to an FSA to assist with additional financial needs

Required Skills:

  • Strong attention to detail

  • Professional writing

  • Ability to work independently

  • Ability to multitask

  • Sales skills

Desired Skills:

  • S7/S66 Licensing

  • Prior sales experience

  • General knowledge of investments and retirement accounts

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Must have flexibility: Monday- Friday 7:30am to 11pm EST and 7:30am to 6pm EST on Saturday

Referral Bonus Amount:

0

Job Description:

The Consumer Investments Online Conversion Text / Chat Specialist works with prospects who navigate to the Merrill unauthenticated site and would like information about becoming a Merrill client. Provides customer solutions through seamless delivery of service, and/or fulfillment requests through online text chat messages or emails, in a contact center environment.

The Consumer Investments Online Conversion Text /Chat Specialist’s primary job functions include, but are not limited to:

  •  Providing detailed information about Merrill pricing and products

  •  Assisting prospects with completing and submitting the online new account application

  •  Educating prospects and existing clients on retirement account rules and rollover options

  •  Providing prospects and existing clients with information about how to transfer cash and/or assets to their account(s)

  •  Processing pending applications sent to a dedicated inbox

  •  Referring prospects and new clients to an FSA to assist with additional financial needs

Required Skills:

  • Strong attention to detail

  • Professional writing

  • Ability to work independently

  • Ability to multitask

  • Sales skills

Desired Skills:

  • S7/S66 Licensing

  • Prior sales experience

  • General knowledge of investments and retirement accounts

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21078067

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Liza Giuliano

Referral Bonus:

0

Street Address

Primary Location:
670 GEORGE WASHINGTON HWY, RI, Lincoln, 02865