WDHERA-2141

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

 

Job Description:
This job is responsible for providing remote operations and brokerage assistance from the financial center, allowing advisors to prioritize building relationships with new and prospective clients. Key responsibilities include providing dedicated reactive and proactive brokerage support to clients and prosects. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Provides ad-hoc inbound brokerage support including service requests, money movement, new account support, and expertise on Merrill Guided Investing with an Advisor (MGIA), Merrill Edge Select Portfolios (MESP), Merrill Guided Investing (MGI), and Merrill Edge Self-Directed (MESD) accounts
• Provides dedicated operational and sales support, such as account service, maintenance, and management and oversees the onboarding, funding, and enrollment processes
• Partners with support teams to conduct in-depth research and resolution of complex situations and escalations in a timely fashion
• Assesses client needs and identifies and recommends solutions

Required Qualifications:

• Demonstrates readiness to pass the Security Industry Essentials, Series 7 and Series 66 licensing exams
• Applies relevant regulatory due diligence in executing daily activities and creating long-term client strategies
• Applies learnings and adapts new information to identify appropriate client solutions
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client interests

Desired Qualifications:

• Bachelor’s degree
• Minimum of one year of financial services industry and/or experience in a performance-based environment
• Executes multiple tasks simultaneously
• Strong computer application skills, including Microsoft Office

Skills:

• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Prioritization
• Active Listening
• Decision Making
• Emotional Intelligence
• Result Orientation
• Written Communications
• Account Management
• Adaptability
• Client Experience Branding
• Coaching
• Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: