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Senior Investment Specialist - Trade Elevation

Bank of America


Location:
Jacksonville, FL 32232
Date:
03/03/2022
2022-03-032022-07-27
Categories:
  • Banking
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Job Details

Senior Investment Specialist - Trade Elevation



Chandler, Arizona;Jacksonville, Florida; Hunt Valley, Maryland; Lincoln, Rhode Island; Rolling Meadows, Illinois; Pennington, New Jersey



**Job Description:**



Trade Elevation Senior Investment Specialists deliver phone based support to internal and external clients. The team is leveraged to manage frontline risk through answering inquiries regarding buying power, margin, investment products, trading, market mechanics and corporate action inquiries. The team also supports entering higher risk or uncommon trades which require greater expertise. Team members develop an expert understanding of internal policies, procedures and processes to leverage in their role of providing frontline risk mitigation. The role broadens as experience and expertise is gained. Opportunities include margin operations, trading pre-approvals, corporate actions administration, option risk mitigation among other risk management tasks and projects.



Enterprise Role Overview



In a call center setting, Senior Investment Specialists provide the highest caliber of service to Merrill Edge clients through general inquiries, account maintenance, online access, website navigation andexecution/confirmationof trade orders initiated by self-directed clients. Senior Investment Specialists also uncover additional client needs, deepen existing relationships and refer clients to partner businesses Associates provide limited research and counseling services on limited products but do not develop client relationships. May follow up on client contacts to close the sale of investment products. Licensing requirements are as follows: Series 7 & 66 (or 63 & 65 equivalent).



Required skills:



Series 7 and 66 (or equivalent) required



Successful team members are analytical, detailed orientated, service orientated and demonstrate strong ownership and risk mindsets



General understanding of margin, equity and option trading, and related trading violations.



High level understanding of Merrill Edge Platform/website and client order entry procedure



Knowledgeable in the products and services provided by our firm



Candidates must be able to demonstrate a history of success through productivity and quality measurements and be flexible in work schedule and your daily roles



Desired Skills:



Self-starter who can work independently



Strong Collaborator



Effective communicator, who can easily convey complex or detailed information in a phone based environment



Interested and knowledgeable in financial markets



Retail investing/trading experience



Experience with EXCEL



Enterprise Job Description:



In a phone based setting, Senior Investment Specialists provide the highest caliber of service to Merrill Edge clients through general inquiries, account maintenance, online access, website navigation andexecution/confirmationof trade orders initiated by self-directed clients. Senior Investment Specialists also uncover additional client needs, deepen existing relationships and refer clients to partner businesses Associates provide limited research and counseling services on limited products but do not develop client relationships. May follow up on client contacts to close the sale of investment products. Licensing requirements are as follows: Series 7 & 66 (or 63 & 65 equivalent).



**Job Band:**



H6



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



**Referral Bonus Amount:**



2000



**Job Description:**



Trade Elevation Senior Investment Specialists deliver phone based support to internal and external clients. The team is leveraged to manage frontline risk through answering inquiries regarding buying power, margin, investment products, trading, market mechanics and corporate action inquiries. The team also supports entering higher risk or uncommon trades which require greater expertise. Team members develop an expert understanding of internal policies, procedures and processes to leverage in their role of providing frontline risk mitigation. The role broadens as experience and expertise is gained. Opportunities include margin operations, trading pre-approvals, corporate actions administration, option risk mitigation among other risk management tasks and projects.



Enterprise Role Overview



In a call center setting, Senior Investment Specialists provide the highest caliber of service to Merrill Edge clients through general inquiries, account maintenance, online access, website navigation andexecution/confirmationof trade orders initiated by self-directed clients. Senior Investment Specialists also uncover additional client needs, deepen existing relationships and refer clients to partner businesses Associates provide limited research and counseling services on limited products but do not develop client relationships. May follow up on client contacts to close the sale of investment products. Licensing requirements are as follows: Series 7 & 66 (or 63 & 65 equivalent).



Required skills:



Series 7 and 66 (or equivalent) required



Successful team members are analytical, detailed orientated, service orientated and demonstrate strong ownership and risk mindsets



General understanding of margin, equity and option trading, and related trading violations.



High level understanding of Merrill Edge Platform/website and client order entry procedure



Knowledgeable in the products and services provided by our firm



Candidates must be able to demonstrate a history of success through productivity and quality measurements and be flexible in work schedule and your daily roles



Desired Skills:



Self-starter who can work independently



Strong Collaborator



Effective communicator, who can easily convey complex or detailed information in a phone based environment



Interested and knowledgeable in financial markets



Retail investing/trading experience



Experience with EXCEL



Enterprise Job Description:



In a phone based setting, Senior Investment Specialists provide the highest caliber of service to Merrill Edge clients through general inquiries, account maintenance, online access, website navigation andexecution/confirmationof trade orders initiated by self-directed clients. Senior Investment Specialists also uncover additional client needs, deepen existing relationships and refer clients to partner businesses Associates provide limited research and counseling services on limited products but do not develop client relationships. May follow up on client contacts to close the sale of investment products. Licensing requirements are as follows: Series 7 & 66 (or 63 & 65 equivalent).



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-22017429



Band: H6



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Susie Madden



Referral Bonus:



2000



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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